+5.8%
AMCR vs ZBRA
+35.9%
-30.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.9% |
| 7D | -6.3% | -3.4% | -2.9% | -5.7% |
| 30D | -7.8% | -7.4% | -0.4% | -6.5% |
| 3M | +7.5% | +57.5% | -50.0% | -2.0% |
| 6M | +2.7% | +64.0% | -61.3% | -7.6% |
| YTD | +6.0% | +44.3% | -38.3% | -2.7% |
| 1Y | +7.8% | +10.9% | -3.1% | +3.5% |
| 3Y | +5.8% | +37.5% | -31.7% | -9.4% |
| All | +5.8% | +35.9% | -30.1% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling