+179.9%
APTV vs ZBRA
+838.9%
-659.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.8% | -3.6% |
| 7D | +2.0% | +2.6% | -0.6% | +1.0% |
| 30D | -7.7% | -6.4% | -1.3% | -5.4% |
| 3M | -34.0% | +51.3% | -85.3% | -46.5% |
| 6M | -37.1% | +60.5% | -97.6% | -50.6% |
| YTD | -39.9% | +45.2% | -85.1% | -51.1% |
| 1Y | -44.4% | +12.3% | -56.8% | -50.1% |
| 3Y | -54.5% | +37.5% | -92.0% | -63.6% |
| 5Y | -69.1% | -39.2% | -29.9% | -67.0% |
| 10Y | -20.0% | +417.0% | -437.0% | -57.7% |
| All | +179.9% | +838.9% | -659.0% | +3.7% |
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