+537.0%
BKR vs ZBRA
+8,746.0%
-8,208.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.4% | -6.6% |
| 7D | -6.7% | -3.8% | -2.9% | -5.9% |
| 30D | -8.3% | -10.2% | +1.8% | -6.2% |
| 3M | -5.4% | +58.7% | -64.1% | -16.0% |
| 6M | +0.8% | +61.9% | -61.1% | -11.4% |
| YTD | +31.8% | +41.7% | -9.8% | +18.8% |
| 1Y | +28.6% | +12.4% | +16.2% | +21.7% |
| 3Y | +71.2% | +34.2% | +37.0% | +52.5% |
| 5Y | +179.2% | -40.8% | +220.0% | +189.6% |
| 10Y | +124.0% | +420.3% | -296.3% | +43.9% |
| All | +537.0% | +8,746.0% | -8,208.9% | +172.5% |
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 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