+209.9%
BKNG vs ZBRA
+425.5%
-215.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -10.7% | -3.8% | -6.9% | -9.4% |
| 30D | -18.1% | -10.2% | -7.9% | -15.1% |
| 3M | +8.5% | +58.7% | -50.2% | -9.1% |
| 6M | -0.1% | +61.9% | -62.0% | -17.5% |
| YTD | -18.2% | +41.7% | -59.9% | -29.8% |
| 1Y | -19.9% | +12.4% | -32.2% | -25.8% |
| 3Y | +41.6% | +34.2% | +7.4% | +17.0% |
| 5Y | +93.1% | -40.8% | +133.9% | +110.2% |
| All | +209.9% | +425.5% | -215.6% | +73.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling