+169.5%
KDP vs ZBRA
+435.2%
-265.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | -0.5% |
| 7D | -3.7% | -3.4% | -0.3% | -3.3% |
| 30D | +6.2% | -7.4% | +13.6% | +7.2% |
| 3M | +1.2% | +57.5% | -56.3% | -5.1% |
| 6M | +15.3% | +64.0% | -48.6% | +7.2% |
| YTD | +14.8% | +44.3% | -29.5% | +8.2% |
| 1Y | +17.6% | +10.9% | +6.7% | +14.5% |
| 3Y | +2.1% | +37.5% | -35.4% | -6.0% |
| 5Y | +2.7% | -39.7% | +42.4% | +5.5% |
| All | +169.5% | +435.2% | -265.7% | +103.5% |
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