-2.6%
AMC vs ZBRA
+18.2%
-20.7%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.9% | +4.1% |
| 7D | +2.3% | +1.8% | +0.6% | +2.1% |
| 30D | -0.7% | -1.7% | +0.9% | -0.6% |
| 3M | +35.2% | +47.8% | -12.6% | +23.4% |
| 6M | +124.6% | +56.7% | +67.8% | +99.9% |
| YTD | +69.9% | +49.4% | +20.5% | +51.7% |
| 1Y | -2.6% | +16.5% | -19.1% | -9.3% |
| All | -2.6% | +18.2% | -20.7% | -9.3% |
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