+127,881.2%
APH vs ZBRA
+8,534.1%
+119,347.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | -5.0% | -2.5% | -2.6% | -4.3% |
| 30D | -8.4% | -17.0% | +8.6% | -3.7% |
| 3M | -4.5% | -15.0% | +10.5% | -0.3% |
| 6M | +25.3% | +42.2% | -16.9% | +12.0% |
| YTD | +18.9% | +32.4% | -13.4% | +7.6% |
| 1Y | +11.9% | +23.3% | -11.4% | +3.3% |
| 3Y | +278.0% | +55.9% | +222.1% | +221.3% |
| 5Y | +306.4% | -44.8% | +351.2% | +343.1% |
| 10Y | +955.2% | +371.4% | +583.8% | +549.8% |
| All | +127,881.2% | +8,534.1% | +119,347.1% | +42,640.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling