+127.8%
AAPL vs ZBRA
-40.4%
+168.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.2% |
| 7D | +3.8% | -3.4% | +7.3% | +4.9% |
| 30D | +9.9% | -7.4% | +17.3% | +12.3% |
| 3M | +12.5% | +57.5% | -45.0% | -4.1% |
| 6M | +27.6% | +64.0% | -36.4% | +6.3% |
| YTD | +22.6% | +44.3% | -21.7% | +5.5% |
| 1Y | +45.0% | +10.9% | +34.1% | +35.9% |
| 3Y | +87.8% | +37.5% | +50.2% | +54.2% |
| All | +127.8% | -40.4% | +168.2% | +161.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling