+135.4%
AXON vs ZBRA
+34.1%
+101.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -1.2% |
| 7D | -2.5% | +2.6% | -5.1% | -3.2% |
| 30D | -11.5% | -6.4% | -5.1% | -9.9% |
| 3M | +7.3% | +51.3% | -44.0% | -4.1% |
| 6M | -11.9% | +60.5% | -72.4% | -22.9% |
| YTD | -11.0% | +45.2% | -56.2% | -20.4% |
| 1Y | -31.8% | +12.3% | -44.1% | -35.1% |
| 3Y | +135.4% | +37.5% | +97.9% | +105.8% |
| All | +135.4% | +34.1% | +101.3% | +105.8% |
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