+385.0%
ZBRA vs ALK
-45.9%
+430.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.5% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | -14.0% | +7.7% | -21.7% | -16.7% |
| 3M | -14.7% | -19.0% | +4.3% | -8.7% |
| 6M | +31.3% | -0.2% | +31.5% | +28.9% |
| YTD | +33.4% | -23.5% | +56.9% | +41.8% |
| 1Y | +34.1% | -9.1% | +43.2% | +33.4% |
| 3Y | +59.9% | +12.0% | +47.9% | +41.8% |
| 5Y | -45.3% | -30.9% | -14.4% | -43.5% |
| All | +385.0% | -45.9% | +430.9% | +389.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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