+1,267.4%
KDP vs ZBRA
+776.6%
+490.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.3% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | +9.7% | -14.0% | +23.8% | +12.3% |
| 3M | +17.6% | -14.7% | +32.3% | +20.5% |
| 6M | +25.8% | +31.3% | -5.5% | +19.3% |
| YTD | +33.9% | +33.4% | +0.4% | +25.9% |
| 1Y | +38.9% | +34.1% | +4.8% | +30.4% |
| 3Y | +26.8% | +59.9% | -33.1% | +11.7% |
| 5Y | +16.3% | -45.3% | +61.6% | +21.1% |
| 10Y | +248.1% | +384.4% | -136.3% | +125.4% |
| All | +1,267.4% | +776.6% | +490.8% | +520.0% |
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