-4.1%
APA vs ZBRA
+425.5%
-429.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +0.8% | -3.8% | +4.6% | +2.3% |
| 30D | +9.6% | -10.2% | +19.8% | +14.3% |
| 3M | +18.0% | +58.7% | -40.7% | -7.2% |
| 6M | +41.9% | +61.9% | -20.0% | +8.2% |
| YTD | +86.3% | +41.7% | +44.6% | +48.7% |
| 1Y | +97.9% | +12.4% | +85.5% | +75.0% |
| 3Y | +12.8% | +34.2% | -21.4% | -13.0% |
| 5Y | +177.2% | -40.8% | +218.0% | +212.8% |
| All | -4.1% | +425.5% | -429.6% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling