+584.3%
KEY vs ZBRA
+8,319.9%
-7,735.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | 0.0% |
| 7D | -0.5% | -1.5% | +1.0% | -0.1% |
| 30D | +6.7% | -15.6% | +22.4% | +11.6% |
| 3M | -4.6% | -14.5% | +9.9% | -0.7% |
| 6M | +2.6% | +50.9% | -48.3% | -10.3% |
| YTD | +7.0% | +34.8% | -27.9% | -4.1% |
| 1Y | +23.5% | +28.3% | -4.9% | +12.1% |
| 3Y | +126.4% | +58.8% | +67.6% | +91.6% |
| 5Y | +13.0% | -44.0% | +57.1% | +22.7% |
| 10Y | +99.5% | +389.6% | -290.1% | +26.7% |
| All | +584.3% | +8,319.9% | -7,735.6% | +185.0% |
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