-8.6%
KMB vs ZBRA
+34.1%
-42.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.8% |
| 7D | -2.7% | +2.6% | -5.3% | -2.8% |
| 30D | -5.0% | -6.4% | +1.3% | -4.8% |
| 3M | +6.6% | +51.3% | -44.7% | +5.5% |
| 6M | +1.0% | +60.5% | -59.5% | -0.3% |
| YTD | +6.0% | +45.2% | -39.2% | +4.5% |
| 1Y | -16.6% | +12.3% | -29.0% | -17.6% |
| 3Y | -8.6% | +37.5% | -46.2% | -12.2% |
| All | -8.6% | +34.1% | -42.7% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling