+528.8%
APP vs ZBRA
-35.2%
+564.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.5% | +3.3% | +4.0% |
| 7D | +79.2% | -9.5% | +88.7% | +87.8% |
| 30D | +48.0% | -15.6% | +63.6% | +62.0% |
| 3M | +18.2% | -13.2% | +31.4% | +26.7% |
| 6M | -12.5% | +44.5% | -57.0% | -34.0% |
| YTD | -39.2% | +34.5% | -73.7% | -53.6% |
| 1Y | -33.9% | +25.9% | -59.7% | -47.2% |
| 3Y | +933.3% | +61.3% | +871.9% | +533.8% |
| 5Y | +295.9% | -45.2% | +341.0% | +389.6% |
| All | +528.8% | -35.2% | +564.1% | +620.8% |
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