+8.2%
KMB vs ZBRA
+23.7%
-15.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.2% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | +9.1% | -17.8% | +26.8% | +11.0% |
| 3M | -0.4% | -16.0% | +15.6% | +1.1% |
| 6M | +13.0% | +31.4% | -18.5% | +10.8% |
| YTD | +10.3% | +30.9% | -20.5% | +5.8% |
| 1Y | +8.2% | +24.3% | -16.1% | +4.2% |
| All | +8.2% | +23.7% | -15.5% | +4.2% |
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