+16.4%
APH vs ZBRA
+25.3%
-8.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.0% | -6.4% |
| 7D | -2.4% | -13.6% | +11.2% | +1.1% |
| 30D | -9.5% | -11.5% | +2.0% | -6.7% |
| 3M | -7.6% | -9.9% | +2.2% | -5.4% |
| 6M | +12.4% | +48.6% | -36.2% | -1.7% |
| YTD | +17.5% | +36.9% | -19.4% | +3.4% |
| 1Y | +16.4% | +27.7% | -11.3% | +6.3% |
| All | +16.4% | +25.3% | -8.9% | +6.3% |
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