+1,777.9%
APO vs ZBRA
+798.0%
+979.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.2% |
| 7D | +0.1% | +2.6% | -2.5% | -1.0% |
| 30D | +3.9% | -6.4% | +10.2% | +6.7% |
| 3M | +3.8% | +51.3% | -47.5% | -14.8% |
| 6M | +22.3% | +60.5% | -38.2% | -3.0% |
| YTD | -7.8% | +45.2% | -53.0% | -23.8% |
| 1Y | -0.3% | +12.3% | -12.7% | -8.9% |
| 3Y | +57.1% | +37.5% | +19.6% | +27.9% |
| 5Y | +137.0% | -39.2% | +176.2% | +161.6% |
| 10Y | +946.8% | +417.0% | +529.8% | +408.9% |
| All | +1,777.9% | +798.0% | +979.9% | +538.6% |
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