+504.5%
AVAV vs ZBRA
+939.4%
-434.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.2% |
| 7D | -2.2% | +1.8% | -4.0% | -2.8% |
| 30D | -13.9% | -1.7% | -12.2% | -13.4% |
| 3M | -29.2% | +47.8% | -77.0% | -38.9% |
| 6M | -36.1% | +56.7% | -92.9% | -46.3% |
| YTD | -40.2% | +49.4% | -89.6% | -49.2% |
| 1Y | -36.2% | +16.5% | -52.8% | -41.3% |
| 3Y | +47.5% | +31.5% | +16.1% | +25.6% |
| 5Y | +39.3% | -38.6% | +77.9% | +47.4% |
| 10Y | +482.6% | +421.0% | +61.6% | +182.2% |
| All | +504.5% | +939.4% | -434.9% | +98.8% |
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 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