+13.8%
APA vs ZBRA
+36.8%
-22.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +2.5% |
| 7D | -1.7% | +2.6% | -4.3% | -2.3% |
| 30D | +15.7% | -6.4% | +22.1% | +17.3% |
| 3M | +16.5% | +51.3% | -34.8% | +2.0% |
| 6M | +35.1% | +60.5% | -25.4% | +14.7% |
| YTD | +82.2% | +45.2% | +37.0% | +58.2% |
| 1Y | +102.5% | +12.3% | +90.1% | +95.2% |
| All | +13.8% | +36.8% | -22.9% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling