+445.9%
ASX vs ZBRA
+34.1%
+411.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.8% | +8.9% | +7.2% |
| 7D | +6.3% | +2.6% | +3.7% | +5.1% |
| 30D | +6.4% | -6.4% | +12.8% | +9.1% |
| 3M | +13.1% | +51.3% | -38.1% | -6.1% |
| 6M | +90.3% | +60.5% | +29.8% | +53.3% |
| YTD | +149.6% | +45.2% | +104.4% | +107.4% |
| 1Y | +249.2% | +12.3% | +236.8% | +222.6% |
| 3Y | +445.9% | +37.5% | +408.4% | +353.6% |
| All | +445.9% | +34.1% | +411.8% | +353.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling