+129.2%
APO vs ZBRA
-40.4%
+169.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.1% |
| 7D | -3.5% | -3.4% | -0.1% | -2.1% |
| 30D | -6.6% | -7.4% | +0.8% | -3.5% |
| 3M | -3.3% | +57.5% | -60.8% | -22.8% |
| 6M | +22.6% | +64.0% | -41.4% | -5.0% |
| YTD | -9.8% | +44.3% | -54.1% | -26.0% |
| 1Y | -3.9% | +10.9% | -14.7% | -11.6% |
| 3Y | +52.5% | +37.5% | +14.9% | +22.6% |
| All | +129.2% | -40.4% | +169.6% | +197.4% |
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