+129,097.8%
APH vs ZBRA
+8,677.3%
+120,420.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +7.8% |
| 7D | +1.1% | -9.5% | +10.6% | +3.7% |
| 30D | -7.5% | -15.6% | +8.1% | -3.2% |
| 3M | -4.4% | -13.2% | +8.8% | -0.8% |
| 6M | +26.5% | +44.5% | -18.1% | +12.5% |
| YTD | +20.0% | +34.5% | -14.5% | +8.2% |
| 1Y | +16.9% | +25.9% | -9.0% | +7.2% |
| 3Y | +288.5% | +61.3% | +227.2% | +227.2% |
| 5Y | +310.3% | -45.2% | +355.4% | +348.1% |
| 10Y | +951.3% | +386.5% | +564.8% | +542.1% |
| All | +129,097.8% | +8,677.3% | +120,420.5% | +42,851.7% |
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