-26.3%
APH vs ZBRA
+18.2%
-44.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.6% | -50.4% | -48.3% |
| 7D | -48.7% | +0.5% | -49.2% | -48.9% |
| 30D | -51.9% | -1.7% | -50.2% | -51.9% |
| 3M | -43.6% | +47.8% | -91.3% | -49.7% |
| 6M | -37.5% | +56.7% | -94.3% | -45.6% |
| YTD | -38.6% | +49.4% | -88.0% | -46.2% |
| 1Y | -26.3% | +16.5% | -42.9% | -33.1% |
| All | -26.3% | +18.2% | -44.5% | -33.1% |
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