+37.5%
ZBRA vs ALK
+1.7%
+35.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.6% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | -6.4% | -18.5% | +12.1% | +1.0% |
| 3M | +51.3% | -3.6% | +54.8% | +52.7% |
| 6M | +60.5% | -3.7% | +64.2% | +59.5% |
| YTD | +45.2% | -19.0% | +64.2% | +53.1% |
| 1Y | +12.3% | -36.0% | +48.4% | +29.3% |
| 3Y | +37.5% | +2.3% | +35.2% | +21.0% |
| All | +37.5% | +1.7% | +35.8% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling