+18.5%
KDP vs ZBRA
+10.3%
+8.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -4.3% | -3.8% | -0.5% | -4.0% |
| 30D | +7.8% | -10.2% | +18.0% | +8.7% |
| 3M | -0.1% | +58.7% | -58.7% | -4.4% |
| 6M | +14.0% | +61.9% | -47.9% | +8.6% |
| YTD | +15.1% | +41.7% | -26.6% | +10.2% |
| 1Y | +18.5% | +12.4% | +6.2% | +16.4% |
| All | +18.5% | +10.3% | +8.2% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling