+282.2%
APH vs ZBRA
-47.4%
+329.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | -5.9% | -10.9% | +4.9% | -2.3% |
| 30D | -14.8% | -16.6% | +1.8% | -9.3% |
| 3M | -12.4% | -11.6% | -0.8% | -8.8% |
| 6M | +8.1% | +40.2% | -32.1% | -6.9% |
| YTD | +10.9% | +32.6% | -21.7% | -3.5% |
| 1Y | +8.8% | +24.7% | -15.9% | -3.2% |
| 3Y | +262.1% | +56.3% | +205.8% | +186.9% |
| All | +282.2% | -47.4% | +329.6% | +372.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling