+3,458.1%
KR vs ZBRA
+8,746.0%
-5,287.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -2.7% | -3.8% | +1.1% | -2.3% |
| 30D | +1.9% | -10.2% | +12.1% | +2.9% |
| 3M | -11.0% | +58.7% | -69.7% | -15.0% |
| 6M | -20.2% | +61.9% | -82.1% | -24.1% |
| YTD | -7.3% | +41.7% | -49.0% | -11.0% |
| 1Y | -13.1% | +12.4% | -25.5% | -15.0% |
| 3Y | +29.7% | +34.2% | -4.5% | +22.5% |
| 5Y | +48.8% | -40.8% | +89.5% | +50.0% |
| 10Y | +122.8% | +420.3% | -297.5% | +72.4% |
| All | +3,458.1% | +8,746.0% | -5,287.8% | +1,760.5% |
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