+1,390.5%
KMB vs ZBRA
+8,231.4%
-6,840.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.1% | +1.9% |
| 7D | +0.9% | +0.6% | +0.3% | +0.9% |
| 30D | +10.1% | -14.0% | +24.1% | +11.4% |
| 3M | 0.0% | -14.7% | +14.7% | +1.3% |
| 6M | +15.7% | +31.3% | -15.6% | +12.6% |
| YTD | +12.6% | +33.4% | -20.8% | +9.2% |
| 1Y | +10.1% | +34.1% | -24.0% | +6.7% |
| 3Y | +2.1% | +59.9% | -57.8% | -4.1% |
| 5Y | -0.7% | -45.3% | +44.6% | +0.8% |
| 10Y | +38.5% | +384.4% | -345.9% | +13.7% |
| All | +1,390.5% | +8,231.4% | -6,840.9% | +840.9% |
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