-44.8%
ACHR vs ZBRA
-8.6%
-36.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.2% | -3.5% | -4.2% |
| 7D | -2.7% | -1.8% | -0.9% | -1.5% |
| 30D | -12.1% | -8.8% | -3.3% | -6.5% |
| 3M | +3.4% | +47.2% | -43.9% | -23.1% |
| 6M | -15.6% | +61.3% | -76.9% | -42.1% |
| YTD | -26.9% | +42.0% | -68.9% | -46.1% |
| 1Y | -34.8% | +10.5% | -45.2% | -42.3% |
| 3Y | -19.2% | +34.5% | -53.7% | -39.7% |
| 5Y | -43.8% | -40.3% | -3.5% | -33.7% |
| All | -44.8% | -8.6% | -36.2% | -40.9% |
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