+146.5%
ASX vs ZBRA
+25.3%
+121.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.2% |
| 7D | -14.6% | -13.6% | -1.0% | -10.3% |
| 30D | -21.1% | -11.5% | -9.6% | -17.6% |
| 3M | -3.1% | -9.9% | +6.8% | +0.5% |
| 6M | +17.4% | +48.6% | -31.2% | +1.9% |
| YTD | +135.3% | +36.9% | +98.4% | +104.8% |
| 1Y | +146.5% | +27.7% | +118.8% | +124.3% |
| All | +146.5% | +25.3% | +121.2% | +124.3% |
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