+88.8%
APA vs ZBRA
+18.2%
+70.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.1% |
| 7D | +0.5% | +1.8% | -1.2% | +0.7% |
| 30D | +23.4% | -1.7% | +25.1% | +23.3% |
| 3M | +12.7% | +47.8% | -35.1% | +16.1% |
| 6M | +39.4% | +56.7% | -17.3% | +44.4% |
| YTD | +79.0% | +49.4% | +29.6% | +84.4% |
| 1Y | +88.8% | +16.5% | +72.3% | +97.6% |
| All | +88.8% | +18.2% | +70.7% | +97.6% |
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