-68.8%
APTV vs ZBRA
-40.9%
-27.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -1.8% | -3.8% | +2.0% | -0.2% |
| 30D | -7.9% | -10.2% | +2.3% | -3.9% |
| 3M | -29.9% | +58.7% | -88.6% | -45.7% |
| 6M | -36.6% | +61.9% | -98.5% | -51.8% |
| YTD | -40.0% | +41.7% | -81.6% | -51.7% |
| 1Y | -44.0% | +12.4% | -56.4% | -50.0% |
| 3Y | -54.5% | +34.2% | -88.7% | -65.0% |
| 5Y | -68.8% | -40.8% | -28.0% | -64.4% |
| All | -68.8% | -40.9% | -27.9% | -64.4% |
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