-8.7%
KVUE vs ZBRA
+35.9%
-44.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | -5.1% | -3.4% | -1.7% | -4.9% |
| 30D | -6.3% | -7.4% | +1.1% | -5.8% |
| 3M | -0.5% | +57.5% | -58.0% | -3.8% |
| 6M | +3.1% | +64.0% | -60.9% | -0.8% |
| YTD | +6.7% | +44.3% | -37.6% | +3.2% |
| 1Y | -1.1% | +10.9% | -12.0% | -2.9% |
| 3Y | -8.7% | +37.5% | -46.3% | -14.0% |
| All | -8.7% | +35.9% | -44.7% | -14.0% |
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