+41.8%
ZBRA vs AHR
+356.1%
-314.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.0% |
| 7D | -3.4% | -2.1% | -1.3% | -3.1% |
| 30D | -7.4% | +1.9% | -9.3% | -7.8% |
| 3M | +57.5% | +15.7% | +41.9% | +52.5% |
| 6M | +64.0% | +2.5% | +61.5% | +62.7% |
| YTD | +44.3% | +15.0% | +29.3% | +39.1% |
| 1Y | +10.9% | +28.1% | -17.2% | +3.2% |
| All | +41.8% | +356.1% | -314.3% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling