-22.9%
AFRM vs ZBRA
+10.3%
-33.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.3% | -4.7% |
| 7D | -8.0% | -1.8% | -6.2% | -7.5% |
| 30D | -9.8% | -8.8% | -1.0% | -7.1% |
| 3M | +4.7% | +47.2% | -42.6% | -10.4% |
| 6M | +34.1% | +61.3% | -27.2% | +9.7% |
| YTD | -8.4% | +42.0% | -50.4% | -23.4% |
| 1Y | -22.9% | +10.5% | -33.4% | -29.8% |
| All | -22.9% | +10.3% | -33.2% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling