+18.4%
KEY vs ZBRA
+10.3%
+8.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | -0.3% | -1.8% | +1.5% | 0.0% |
| 30D | -3.3% | -8.8% | +5.5% | -1.9% |
| 3M | -0.7% | +47.2% | -48.0% | -8.0% |
| 6M | +12.5% | +61.3% | -48.8% | +1.3% |
| YTD | +8.4% | +42.0% | -33.6% | 0.0% |
| 1Y | +18.4% | +10.5% | +8.0% | +12.0% |
| All | +18.4% | +10.3% | +8.1% | +12.0% |
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 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