+3,552.3%
ASX vs ZBRA
+1,611.5%
+1,940.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -0.7% | +1.8% | -2.5% | -1.4% |
| 30D | +2.0% | -1.7% | +3.7% | +2.6% |
| 3M | -1.3% | +47.8% | -49.1% | -15.6% |
| 6M | +71.4% | +56.7% | +14.7% | +42.7% |
| YTD | +135.3% | +49.4% | +85.9% | +97.7% |
| 1Y | +267.5% | +16.5% | +250.9% | +236.4% |
| 3Y | +388.5% | +31.5% | +357.0% | +317.5% |
| 5Y | +417.1% | -38.6% | +455.7% | +462.0% |
| 10Y | +872.7% | +421.0% | +451.8% | +368.1% |
| All | +3,552.3% | +1,611.5% | +1,940.8% | +864.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling