+423.9%
ZBRA vs AEE
+191.1%
+232.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | -3.4% | -0.8% | -2.6% | -3.1% |
| 30D | -7.4% | -2.9% | -4.5% | -6.4% |
| 3M | +57.5% | -2.4% | +59.9% | +58.5% |
| 6M | +64.0% | -2.7% | +66.7% | +64.7% |
| YTD | +44.3% | +7.3% | +37.0% | +39.5% |
| 1Y | +10.9% | +7.5% | +3.3% | +6.9% |
| 3Y | +37.5% | +46.2% | -8.7% | +15.5% |
| 5Y | -39.7% | +39.7% | -79.4% | -48.5% |
| All | +423.9% | +191.1% | +232.7% | +281.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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