-26.4%
APP vs ZBRA
+27.1%
-53.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.9% | +2.0% | +3.6% |
| 7D | +4.6% | +0.6% | +4.0% | +4.5% |
| 30D | +56.0% | -14.0% | +70.1% | +60.9% |
| 3M | +30.8% | -14.7% | +45.5% | +35.0% |
| 6M | -9.8% | +31.3% | -41.1% | -16.1% |
| YTD | -39.3% | +33.4% | -72.7% | -45.2% |
| 1Y | -26.4% | +34.1% | -60.6% | -33.6% |
| All | -26.4% | +27.1% | -53.5% | -33.6% |
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 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