+916.7%
APO vs ZBRA
+435.2%
+481.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | 0.0% |
| 7D | -3.5% | -3.4% | -0.1% | -2.0% |
| 30D | -6.6% | -7.4% | +0.8% | -3.4% |
| 3M | -3.3% | +57.5% | -60.8% | -23.5% |
| 6M | +22.6% | +64.0% | -41.4% | -5.9% |
| YTD | -9.8% | +44.3% | -54.1% | -26.7% |
| 1Y | -3.9% | +10.9% | -14.7% | -12.3% |
| 3Y | +52.5% | +37.5% | +14.9% | +21.0% |
| 5Y | +134.0% | -39.7% | +173.7% | +164.5% |
| All | +916.7% | +435.2% | +481.4% | +414.9% |
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