+35.3%
ZBRA vs BAM
+50.2%
-14.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -0.6% |
| 7D | -1.8% | -3.9% | +2.1% | +0.9% |
| 30D | -8.8% | -8.8% | 0.0% | -3.2% |
| 3M | +47.2% | +2.2% | +45.0% | +44.4% |
| 6M | +61.3% | +5.9% | +55.4% | +53.4% |
| YTD | +42.0% | -6.1% | +48.1% | +46.8% |
| 1Y | +10.5% | -11.6% | +22.1% | +18.8% |
| All | +35.3% | +50.2% | -14.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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