+7,955.9%
ZBRA vs ALK
+726.2%
+7,229.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.1% | -5.6% | -0.3% |
| 7D | -9.5% | +8.9% | -18.4% | -11.5% |
| 30D | -15.6% | +5.9% | -21.6% | -17.1% |
| 3M | -13.2% | -16.5% | +3.3% | -9.8% |
| 6M | +44.5% | +2.1% | +42.4% | +42.2% |
| YTD | +34.5% | -17.1% | +51.6% | +37.9% |
| 1Y | +25.9% | -2.9% | +28.7% | +24.0% |
| 3Y | +61.3% | +24.5% | +36.8% | +47.1% |
| 5Y | -45.2% | -29.1% | -16.0% | -43.5% |
| 10Y | +386.5% | -39.1% | +425.7% | +382.8% |
| All | +7,955.9% | +726.2% | +7,229.7% | +3,897.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling