+416.1%
AVAV vs ZBRA
+820.9%
-404.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.2% |
| 7D | 0.0% | -2.5% | +2.4% | +1.0% |
| 30D | -9.9% | -17.0% | +7.1% | -4.1% |
| 3M | -34.7% | -15.0% | -19.7% | -31.1% |
| 6M | -26.6% | +42.2% | -68.8% | -36.3% |
| YTD | -48.9% | +32.4% | -81.3% | -54.9% |
| 1Y | -63.0% | +23.3% | -86.3% | -66.5% |
| 3Y | +1.6% | +55.9% | -54.3% | -18.3% |
| 5Y | +34.5% | -44.8% | +79.2% | +47.6% |
| 10Y | +359.3% | +371.4% | -12.1% | +129.5% |
| All | +416.1% | +820.9% | -404.8% | +76.5% |
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