+107.2%
APA vs ZBRA
+25.3%
+81.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.9% | -7.8% | -6.7% |
| 7D | -13.0% | -13.6% | +0.6% | -14.8% |
| 30D | +2.0% | -11.5% | +13.5% | +0.2% |
| 3M | +24.9% | -9.9% | +34.8% | +23.4% |
| 6M | +7.2% | +48.6% | -41.4% | +15.2% |
| YTD | +87.1% | +36.9% | +50.2% | +100.1% |
| 1Y | +107.2% | +27.7% | +79.5% | +120.9% |
| All | +107.2% | +25.3% | +81.9% | +120.9% |
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