-98.1%
AMC vs ZBRA
+611.8%
-709.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.9% | +3.7% |
| 7D | +2.3% | +1.8% | +0.6% | +1.6% |
| 30D | -0.7% | -1.7% | +0.9% | -0.2% |
| 3M | +35.2% | +47.8% | -12.6% | +10.5% |
| 6M | +124.6% | +56.7% | +67.8% | +77.1% |
| YTD | +69.9% | +49.4% | +20.5% | +35.7% |
| 1Y | -2.6% | +16.5% | -19.1% | -13.8% |
| 3Y | -79.8% | +31.5% | -111.2% | -83.8% |
| 5Y | -99.4% | -38.6% | -60.8% | -99.3% |
| 10Y | -98.9% | +421.0% | -519.8% | -99.4% |
| All | -98.1% | +611.8% | -709.9% | -99.0% |
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