+479.4%
ASX vs ZBRA
-40.4%
+519.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.5% |
| 7D | +11.1% | -1.8% | +12.9% | +11.8% |
| 30D | +9.6% | -8.8% | +18.4% | +13.8% |
| 3M | +18.6% | +47.2% | -28.6% | -1.8% |
| 6M | +92.1% | +61.3% | +30.8% | +52.0% |
| YTD | +158.5% | +42.0% | +116.5% | +113.9% |
| 1Y | +271.9% | +10.5% | +261.4% | +242.5% |
| 3Y | +465.2% | +34.5% | +430.7% | +357.7% |
| 5Y | +479.4% | -40.3% | +519.7% | +593.7% |
| All | +479.4% | -40.4% | +519.8% | +593.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling