+6,071.4%
ROL vs ZBRA
+9,227.6%
-3,156.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | +0.2% |
| 7D | -1.4% | +1.8% | -3.2% | -1.7% |
| 30D | -4.1% | -1.7% | -2.4% | -3.9% |
| 3M | -22.5% | +47.8% | -70.3% | -28.1% |
| 6M | -37.7% | +56.7% | -94.4% | -42.9% |
| YTD | -39.6% | +49.4% | -89.0% | -44.5% |
| 1Y | -36.0% | +16.5% | -52.6% | -39.0% |
| 3Y | -5.1% | +31.5% | -36.6% | -13.9% |
| 5Y | -3.4% | -38.6% | +35.2% | -2.1% |
| 10Y | +215.2% | +421.0% | -205.7% | +114.0% |
| All | +6,071.4% | +9,227.6% | -3,156.2% | +3,040.5% |
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