+10.9%
ZBRA vs AHR
+26.4%
-15.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.8% |
| 7D | -3.4% | -2.1% | -1.3% | -3.6% |
| 30D | -7.4% | +1.9% | -9.3% | -7.3% |
| 3M | +57.5% | +15.7% | +41.9% | +58.3% |
| 6M | +64.0% | +2.5% | +61.5% | +63.9% |
| YTD | +44.3% | +15.0% | +29.3% | +46.9% |
| 1Y | +10.9% | +28.1% | -17.2% | +10.2% |
| All | +10.9% | +26.4% | -15.5% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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