+120.2%
BKR vs ZBRA
+435.2%
-315.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.2% |
| 7D | -7.0% | -3.4% | -3.6% | -6.0% |
| 30D | -8.1% | -7.4% | -0.7% | -6.0% |
| 3M | -6.6% | +57.5% | -64.1% | -21.2% |
| 6M | +0.9% | +64.0% | -63.1% | -16.8% |
| YTD | +31.1% | +44.3% | -13.2% | +11.9% |
| 1Y | +27.7% | +10.9% | +16.8% | +18.6% |
| 3Y | +71.2% | +37.5% | +33.7% | +41.5% |
| 5Y | +177.6% | -39.7% | +217.3% | +199.6% |
| All | +120.2% | +435.2% | -315.1% | +10.8% |
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 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