+171.6%
BKR vs ZBRA
-40.4%
+212.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.0% |
| 7D | -7.0% | -3.4% | -3.6% | -6.3% |
| 30D | -8.1% | -7.4% | -0.7% | -6.7% |
| 3M | -6.6% | +57.5% | -64.1% | -17.1% |
| 6M | +0.9% | +64.0% | -63.1% | -11.9% |
| YTD | +31.1% | +44.3% | -13.2% | +17.4% |
| 1Y | +27.7% | +10.9% | +16.8% | +21.9% |
| 3Y | +71.2% | +37.5% | +33.7% | +51.6% |
| All | +171.6% | -40.4% | +212.0% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling