+7,973.9%
ZBRA vs ALK
+712.9%
+7,260.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.2% |
| 7D | -1.5% | +2.6% | -4.1% | -2.2% |
| 30D | -15.6% | +7.8% | -23.4% | -17.4% |
| 3M | -14.5% | -15.2% | +0.7% | -11.4% |
| 6M | +50.9% | +5.0% | +45.9% | +47.4% |
| YTD | +34.8% | -18.4% | +53.3% | +38.7% |
| 1Y | +28.3% | -2.4% | +30.7% | +26.2% |
| 3Y | +58.8% | +19.8% | +39.1% | +46.2% |
| 5Y | -44.0% | -27.8% | -16.3% | -42.5% |
| 10Y | +389.6% | -42.0% | +431.5% | +390.8% |
| All | +7,973.9% | +712.9% | +7,260.9% | +3,921.7% |
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