-7.3%
AMT vs ZBRA
+10.3%
-17.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -2.7% | -3.8% | +1.1% | -2.5% |
| 30D | +2.0% | -10.2% | +12.2% | +2.5% |
| 3M | -9.3% | +58.7% | -68.0% | -11.4% |
| 6M | -5.2% | +61.9% | -67.1% | -8.4% |
| YTD | +0.5% | +41.7% | -41.2% | -1.8% |
| 1Y | -7.3% | +12.4% | -19.6% | -7.6% |
| All | -7.3% | +10.3% | -17.5% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling