+529.2%
ASX vs ZBRA
-44.1%
+573.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +5.8% |
| 7D | +0.8% | -1.5% | +2.3% | +1.9% |
| 30D | -20.4% | -15.6% | -4.8% | -14.0% |
| 3M | -2.1% | -14.5% | +12.4% | +5.0% |
| 6M | +8.2% | +50.9% | -42.7% | -11.3% |
| YTD | +137.3% | +34.8% | +102.4% | +101.9% |
| 1Y | +155.0% | +28.3% | +126.7% | +121.8% |
| 3Y | +397.9% | +58.8% | +339.1% | +276.1% |
| 5Y | +529.2% | -44.0% | +573.3% | +681.9% |
| All | +529.2% | -44.1% | +573.3% | +681.9% |
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