+35.8%
AMC vs ZBRA
+23.7%
+12.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.8% |
| 7D | +8.4% | -1.2% | +9.6% | +8.7% |
| 30D | +9.2% | -17.8% | +26.9% | +12.8% |
| 3M | +32.0% | -16.0% | +48.0% | +35.8% |
| 6M | +149.3% | +31.4% | +117.8% | +127.3% |
| YTD | +114.1% | +30.9% | +83.2% | +86.6% |
| 1Y | +35.8% | +24.3% | +11.5% | +25.3% |
| All | +35.8% | +23.7% | +12.1% | +25.3% |
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