+580.7%
KEY vs ZBRA
+8,072.8%
-7,492.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.3% |
| 7D | +1.8% | -1.2% | +2.9% | +2.1% |
| 30D | +7.1% | -17.8% | +24.9% | +12.8% |
| 3M | -5.9% | -16.0% | +10.1% | -1.6% |
| 6M | +2.2% | +31.4% | -29.3% | -7.0% |
| YTD | +6.4% | +30.9% | -24.5% | -3.8% |
| 1Y | +24.8% | +24.3% | +0.5% | +14.3% |
| 3Y | +125.2% | +54.2% | +71.1% | +92.1% |
| 5Y | +13.0% | -46.3% | +59.3% | +23.9% |
| 10Y | +98.5% | +375.2% | -276.8% | +27.1% |
| All | +580.7% | +8,072.8% | -7,492.0% | +185.8% |
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