-44.5%
APP vs ZBRA
+10.3%
-54.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.2% |
| 7D | +0.3% | -3.8% | +4.1% | +1.3% |
| 30D | -1.3% | -10.2% | +8.9% | +1.3% |
| 3M | -36.2% | +58.7% | -94.9% | -43.5% |
| 6M | -34.1% | +61.9% | -96.0% | -42.2% |
| YTD | -53.3% | +41.7% | -95.0% | -58.7% |
| 1Y | -44.5% | +12.4% | -56.9% | -47.5% |
| All | -44.5% | +10.3% | -54.8% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling