+133.4%
KR vs ZBRA
+435.2%
-301.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.6% |
| 7D | -0.2% | -3.4% | +3.2% | 0.0% |
| 30D | +5.1% | -7.4% | +12.5% | +5.4% |
| 3M | -8.2% | +57.5% | -65.7% | -10.1% |
| 6M | -18.0% | +64.0% | -82.0% | -20.0% |
| YTD | -4.8% | +44.3% | -49.1% | -6.6% |
| 1Y | -11.0% | +10.9% | -21.9% | -11.7% |
| 3Y | +37.7% | +37.5% | +0.1% | +32.9% |
| 5Y | +52.8% | -39.7% | +92.4% | +55.7% |
| All | +133.4% | +435.2% | -301.9% | +83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling