+433.0%
AME vs ZBRA
+435.2%
-2.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.4% | +2.7% |
| 7D | +1.7% | -3.4% | +5.2% | +2.9% |
| 30D | -6.4% | -7.4% | +1.0% | -4.2% |
| 3M | +7.1% | +57.5% | -50.4% | -8.8% |
| 6M | +8.2% | +64.0% | -55.8% | -9.7% |
| YTD | +18.2% | +44.3% | -26.1% | +1.9% |
| 1Y | +26.7% | +10.9% | +15.9% | +18.6% |
| 3Y | +60.7% | +37.5% | +23.2% | +33.9% |
| 5Y | +91.6% | -39.7% | +131.2% | +108.4% |
| All | +433.0% | +435.2% | -2.2% | +191.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling