+34.5%
AVAV vs ZBRA
-45.7%
+80.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.2% |
| 7D | 0.0% | -2.5% | +2.4% | +0.9% |
| 30D | -9.9% | -17.0% | +7.1% | -4.5% |
| 3M | -34.7% | -15.0% | -19.7% | -31.4% |
| 6M | -26.6% | +42.2% | -68.8% | -35.7% |
| YTD | -48.9% | +32.4% | -81.3% | -54.5% |
| 1Y | -63.0% | +23.3% | -86.3% | -66.3% |
| 3Y | +1.6% | +55.9% | -54.3% | -16.9% |
| 5Y | +34.5% | -44.8% | +79.2% | +16.9% |
| All | +34.5% | -45.7% | +80.2% | +16.9% |
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