+83,235.0%
AAPL vs ZBRA
+8,767.1%
+74,468.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.4% |
| 7D | -3.0% | -1.8% | -1.2% | -2.5% |
| 30D | +2.3% | -8.8% | +11.1% | +4.9% |
| 3M | +8.6% | +47.2% | -38.6% | -4.6% |
| 6M | +21.6% | +61.3% | -39.7% | +3.3% |
| YTD | +16.3% | +42.0% | -25.7% | +1.8% |
| 1Y | +35.1% | +10.5% | +24.6% | +26.4% |
| 3Y | +79.4% | +34.5% | +44.9% | +53.5% |
| 5Y | +109.8% | -40.3% | +150.1% | +121.7% |
| 10Y | +1,237.1% | +421.5% | +815.6% | +637.9% |
| All | +83,235.0% | +8,767.1% | +74,468.0% | +19,517.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling