+607.9%
KEY vs ZBRA
+9,227.6%
-8,619.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.1% |
| 7D | +2.2% | +1.8% | +0.4% | +1.7% |
| 30D | -3.0% | -1.7% | -1.3% | -2.6% |
| 3M | +3.3% | +47.8% | -44.4% | -8.5% |
| 6M | +9.2% | +56.7% | -47.6% | -5.4% |
| YTD | +10.6% | +49.4% | -38.7% | -3.3% |
| 1Y | +20.4% | +16.5% | +3.9% | +12.1% |
| 3Y | +121.8% | +31.5% | +90.4% | +97.4% |
| 5Y | +41.1% | -38.6% | +79.7% | +49.3% |
| 10Y | +168.5% | +421.0% | -252.4% | +67.8% |
| All | +607.9% | +9,227.6% | -8,619.7% | +187.5% |
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