+14.5%
KEY vs ZBRA
-45.5%
+59.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.1% |
| 7D | +2.9% | +0.6% | +2.3% | +2.7% |
| 30D | +8.4% | -14.0% | +22.5% | +14.6% |
| 3M | -5.8% | -14.7% | +8.9% | -0.3% |
| 6M | +5.4% | +31.3% | -25.9% | -8.6% |
| YTD | +7.1% | +33.4% | -26.4% | -9.3% |
| 1Y | +26.8% | +34.1% | -7.3% | +7.0% |
| 3Y | +128.7% | +59.9% | +68.8% | +70.4% |
| All | +14.5% | -45.5% | +59.9% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling