-27.1%
AVTR vs ZBRA
+33.4%
-60.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.0% | -3.8% | +1.7% | -0.9% |
| 30D | +8.1% | -10.2% | +18.3% | +11.5% |
| 3M | +54.2% | +58.7% | -4.5% | +29.9% |
| 6M | +82.6% | +61.9% | +20.7% | +51.4% |
| YTD | +29.8% | +41.7% | -11.8% | +12.0% |
| 1Y | +18.0% | +12.4% | +5.6% | +10.4% |
| All | -27.1% | +33.4% | -60.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling