+88.8%
APA vs ZYBT
-83.2%
+172.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.2% |
| 7D | +0.5% | -6.9% | +7.5% | +0.5% |
| 30D | +23.4% | -31.8% | +55.2% | +23.3% |
| 3M | +12.7% | +94.0% | -81.3% | +14.1% |
| 6M | +39.4% | +99.0% | -59.6% | +41.5% |
| YTD | +79.0% | +40.0% | +39.0% | +80.7% |
| 1Y | +88.8% | -79.5% | +168.4% | +83.6% |
| All | +88.8% | -83.2% | +172.0% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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