-35.6%
AVAV vs ZBRA
+12.8%
-48.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.8% | +5.7% | +3.6% |
| 7D | +3.2% | +2.6% | +0.6% | +2.4% |
| 30D | -20.3% | -6.4% | -14.0% | -18.9% |
| 3M | -19.4% | +51.3% | -70.7% | -28.4% |
| 6M | -35.3% | +60.5% | -95.8% | -43.8% |
| YTD | -38.5% | +45.2% | -83.7% | -45.1% |
| All | -35.6% | +12.8% | -48.4% | -39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling