+1,339.3%
KDP vs ZBRA
+785.9%
+553.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.5% |
| 7D | +4.0% | -1.5% | +5.5% | +4.2% |
| 30D | +16.8% | -15.6% | +32.4% | +19.9% |
| 3M | +32.0% | -14.5% | +46.6% | +35.1% |
| 6M | +35.2% | +50.9% | -15.8% | +25.3% |
| YTD | +40.9% | +34.8% | +6.1% | +32.3% |
| 1Y | +47.7% | +28.3% | +19.3% | +39.6% |
| 3Y | +34.8% | +58.8% | -24.0% | +18.9% |
| 5Y | +22.6% | -44.0% | +66.7% | +27.1% |
| 10Y | +266.4% | +389.6% | -123.2% | +136.8% |
| All | +1,339.3% | +785.9% | +553.4% | +551.3% |
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