+175.6%
APA vs ZBRA
-40.4%
+216.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.1% | +3.6% |
| 7D | +0.3% | -1.8% | +2.1% | +0.8% |
| 30D | +9.3% | -8.8% | +18.1% | +12.1% |
| 3M | +23.3% | +47.2% | -23.9% | +5.6% |
| 6M | +39.5% | +61.3% | -21.8% | +14.0% |
| YTD | +87.6% | +42.0% | +45.6% | +58.8% |
| 1Y | +114.2% | +10.5% | +103.8% | +99.8% |
| 3Y | +13.6% | +34.5% | -20.9% | -6.2% |
| 5Y | +175.6% | -40.3% | +215.9% | +275.0% |
| All | +175.6% | -40.4% | +216.0% | +275.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling