+810.8%
ZBRA vs AMP
+2,089.3%
-1,278.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | -8.8% | -1.0% | -7.8% | -8.4% |
| 3M | +47.2% | +23.2% | +24.0% | +34.5% |
| 6M | +61.3% | +20.4% | +40.9% | +48.6% |
| YTD | +42.0% | +13.6% | +28.4% | +33.9% |
| 1Y | +10.5% | +13.4% | -2.9% | +4.3% |
| 3Y | +34.5% | +66.5% | -32.0% | +9.4% |
| 5Y | -40.3% | +120.2% | -160.5% | -56.4% |
| 10Y | +421.5% | +576.5% | -155.0% | +139.6% |
| All | +810.8% | +2,089.3% | -1,278.5% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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