-44.0%
ACHR vs ZBRA
-7.2%
-36.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.5% | +1.1% |
| 7D | -2.3% | -3.4% | +1.1% | 0.0% |
| 30D | -11.3% | -7.4% | -3.9% | -6.6% |
| 3M | +5.3% | +57.5% | -52.2% | -25.3% |
| 6M | -13.2% | +64.0% | -77.2% | -41.1% |
| YTD | -25.8% | +44.3% | -70.1% | -45.9% |
| 1Y | -34.3% | +10.9% | -45.1% | -42.0% |
| 3Y | -19.9% | +37.5% | -57.5% | -41.1% |
| 5Y | -42.7% | -39.7% | -3.0% | -33.0% |
| All | -44.0% | -7.2% | -36.9% | -40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling