+951.3%
APH vs ZBRA
+410.7%
+540.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +7.7% |
| 7D | +1.1% | -9.5% | +10.6% | +4.7% |
| 30D | -7.5% | -15.6% | +8.1% | -1.7% |
| 3M | -4.4% | -13.2% | +8.8% | +0.4% |
| 6M | +26.5% | +44.5% | -18.1% | +7.3% |
| YTD | +20.0% | +34.5% | -14.5% | +3.5% |
| 1Y | +16.9% | +25.9% | -9.0% | +3.4% |
| 3Y | +288.5% | +61.3% | +227.2% | +201.7% |
| 5Y | +310.3% | -45.2% | +355.4% | +364.9% |
| 10Y | +951.3% | +386.5% | +564.8% | +548.3% |
| All | +951.3% | +410.7% | +540.6% | +548.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling