+5.2%
AVTR vs ZBRA
+87.5%
-82.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +2.9% |
| 7D | +7.4% | +2.6% | +4.8% | +6.4% |
| 30D | +12.2% | -6.4% | +18.6% | +14.8% |
| 3M | +57.4% | +51.3% | +6.1% | +32.3% |
| 6M | +86.7% | +60.5% | +26.2% | +52.3% |
| YTD | +33.1% | +45.2% | -12.1% | +11.9% |
| 1Y | +16.1% | +12.3% | +3.8% | +7.4% |
| 3Y | -24.6% | +37.5% | -62.1% | -38.0% |
| 5Y | -63.5% | -39.2% | -24.3% | -59.9% |
| All | +5.2% | +87.5% | -82.3% | -27.6% |
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