+12.9%
ZBRA vs ALK
-36.0%
+48.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.8% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | -6.4% | -18.5% | +12.1% | +0.1% |
| 3M | +51.3% | -3.6% | +54.8% | +53.6% |
| 6M | +60.5% | -3.7% | +64.2% | +60.9% |
| YTD | +45.2% | -19.0% | +64.2% | +53.3% |
| All | +12.9% | -36.0% | +48.9% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling