+1,068.5%
APH vs ZBRA
+418.8%
+649.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.2% |
| 7D | +0.2% | +2.6% | -2.4% | -0.8% |
| 30D | -3.3% | -6.4% | +3.0% | -1.0% |
| 3M | +14.0% | +51.3% | -37.2% | -4.3% |
| 6M | +24.4% | +60.5% | -36.1% | +1.6% |
| YTD | +21.4% | +45.2% | -23.8% | +2.0% |
| 1Y | +48.9% | +12.3% | +36.6% | +37.2% |
| 3Y | +290.1% | +37.5% | +252.6% | +222.1% |
| 5Y | +352.8% | -39.2% | +392.0% | +393.6% |
| All | +1,068.5% | +418.8% | +649.6% | +564.1% |
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 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