+1,329.6%
KMB vs ZBRA
+9,227.6%
-7,898.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | -3.0% | +1.8% | -4.8% | -3.2% |
| 30D | -5.5% | -1.7% | -3.8% | -5.4% |
| 3M | +14.0% | +47.8% | -33.8% | +10.0% |
| 6M | +4.1% | +56.7% | -52.7% | -0.2% |
| YTD | +8.0% | +49.4% | -41.3% | +3.8% |
| 1Y | -13.7% | +16.5% | -30.3% | -15.6% |
| 3Y | -5.9% | +31.5% | -37.4% | -10.2% |
| 5Y | -8.6% | -38.6% | +30.0% | -8.2% |
| 10Y | +17.3% | +421.0% | -403.7% | -4.3% |
| All | +1,329.6% | +9,227.6% | -7,898.0% | +794.5% |
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