-97.7%
AMC vs ZBRA
+531.9%
-629.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +2.6% | -10.9% | +13.5% | +7.5% |
| 30D | +9.0% | -16.6% | +25.6% | +17.5% |
| 3M | +22.2% | -11.6% | +33.8% | +28.2% |
| 6M | +91.5% | +40.2% | +51.3% | +58.0% |
| YTD | +101.3% | +32.6% | +68.7% | +68.7% |
| 1Y | +20.8% | +24.7% | -3.9% | +4.3% |
| 3Y | -71.3% | +56.3% | -127.6% | -78.9% |
| 5Y | -99.2% | -47.0% | -52.3% | -99.1% |
| 10Y | -98.7% | +411.4% | -510.1% | -99.3% |
| All | -97.7% | +531.9% | -629.6% | -98.8% |
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 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