+493.8%
AVAV vs ZBRA
+407.5%
+86.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.6% |
| 7D | -3.2% | -1.8% | -1.4% | -2.6% |
| 30D | -25.6% | -8.8% | -16.8% | -23.1% |
| 3M | -20.2% | +47.2% | -67.5% | -31.4% |
| 6M | -38.1% | +61.3% | -99.4% | -48.7% |
| YTD | -41.8% | +42.0% | -83.8% | -49.9% |
| 1Y | -39.0% | +10.5% | -49.5% | -43.0% |
| 3Y | +24.1% | +34.5% | -10.4% | +4.1% |
| 5Y | +53.0% | -40.3% | +93.3% | +64.6% |
| 10Y | +493.8% | +421.5% | +72.3% | +201.3% |
| All | +493.8% | +407.5% | +86.4% | +201.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling