+1,007.5%
ASX vs ZBRA
+381.8%
+625.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +5.9% |
| 7D | +0.8% | -1.5% | +2.3% | +1.8% |
| 30D | -20.4% | -15.6% | -4.8% | -14.7% |
| 3M | -2.1% | -14.5% | +12.4% | +4.2% |
| 6M | +8.2% | +50.9% | -42.7% | -9.1% |
| YTD | +137.3% | +34.8% | +102.4% | +106.1% |
| 1Y | +155.0% | +28.3% | +126.7% | +125.8% |
| 3Y | +397.9% | +58.8% | +339.1% | +295.6% |
| 5Y | +529.2% | -44.0% | +573.3% | +601.0% |
| 10Y | +1,007.5% | +389.6% | +617.9% | +644.5% |
| All | +1,007.5% | +381.8% | +625.7% | +644.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling