Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AON vs ZYBT✓SelectedUSD · ZYBTAON vs ZYBT performance historyLatest closeAs of-1.65%09/11
Stock and ETF performance explorer

AON vs ZYBT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-12.2%
ZYBT return
-58.9%
Excess return
+46.7%
Maximum drawdown
-25.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioZYBTExcessAlpha
1D-1.7%-2.5%+0.9%-1.7%
7D-6.3%-3.7%-2.6%-6.3%
30D-14.1%0.0%-14.1%-14.1%
3M-9.5%+72.2%-81.7%-8.4%
6M-4.0%+103.1%-107.2%-2.8%
YTD-13.8%+34.8%-48.6%-12.5%
1Y-18.3%-83.2%+64.9%-16.2%
All-12.2%-58.9%+46.7%-12.4%

Cumulative growth

Daily Returns

Daily percentage return beside ZYBT.

Daily Out/Under-Performance

Portfolio return minus ZYBT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ZYBT 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 ZYBT 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