+953.3%
ASX vs ZBRA
+435.2%
+518.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.7% |
| 7D | +5.2% | -3.4% | +8.6% | +6.5% |
| 30D | +0.5% | -7.4% | +7.9% | +3.3% |
| 3M | +8.3% | +57.5% | -49.2% | -10.5% |
| 6M | +82.0% | +64.0% | +18.1% | +47.4% |
| YTD | +147.6% | +44.3% | +103.3% | +108.7% |
| 1Y | +258.8% | +10.9% | +248.0% | +233.3% |
| 3Y | +452.1% | +37.5% | +414.5% | +359.1% |
| 5Y | +441.7% | -39.7% | +481.4% | +483.0% |
| All | +953.3% | +435.2% | +518.0% | +569.2% |
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