+18,994.3%
AME vs ZBRA
+8,965.3%
+10,029.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.6% |
| 7D | +2.8% | +2.6% | +0.2% | +2.2% |
| 30D | -6.3% | -6.4% | +0.1% | -5.0% |
| 3M | +5.4% | +51.3% | -45.9% | -4.4% |
| 6M | +7.4% | +60.5% | -53.1% | -4.2% |
| YTD | +16.2% | +45.2% | -29.0% | +5.3% |
| 1Y | +26.8% | +12.3% | +14.5% | +21.0% |
| 3Y | +57.5% | +37.5% | +20.0% | +40.8% |
| 5Y | +84.8% | -39.2% | +124.0% | +91.4% |
| 10Y | +424.3% | +417.0% | +7.3% | +250.1% |
| All | +18,994.3% | +8,965.3% | +10,029.0% | +8,261.2% |
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