+6,061.5%
AEM vs ZBRA
+8,965.3%
-2,903.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -1.2% |
| 7D | +4.3% | +2.6% | +1.8% | +4.2% |
| 30D | +13.1% | -6.4% | +19.5% | +13.6% |
| 3M | +24.8% | +51.3% | -26.5% | +21.3% |
| 6M | -8.2% | +60.5% | -68.7% | -11.2% |
| YTD | +19.8% | +45.2% | -25.4% | +16.4% |
| 1Y | +32.1% | +12.3% | +19.7% | +30.2% |
| 3Y | +348.2% | +37.5% | +310.7% | +332.3% |
| 5Y | +297.5% | -39.2% | +336.7% | +297.9% |
| 10Y | +343.3% | +417.0% | -73.7% | +283.5% |
| All | +6,061.5% | +8,965.3% | -2,903.8% | +5,194.1% |
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