+53.4%
ROKU vs ZBRA
+25.3%
+28.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.4% |
| 7D | +4.8% | -13.6% | +18.4% | +7.0% |
| 30D | +6.1% | -11.5% | +17.6% | +7.9% |
| 3M | +10.5% | -9.9% | +20.3% | +11.9% |
| 6M | +29.2% | +48.6% | -19.4% | +16.1% |
| YTD | +50.0% | +36.9% | +13.1% | +33.1% |
| 1Y | +53.4% | +27.7% | +25.7% | +39.7% |
| All | +53.4% | +25.3% | +28.1% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling