+34.9%
ZBRA vs BAM
+78.0%
-43.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.1% |
| 7D | +1.8% | -2.0% | +3.7% | +3.1% |
| 30D | -1.7% | -2.9% | +1.2% | -0.1% |
| 3M | +47.8% | +9.4% | +38.4% | +38.9% |
| 6M | +56.7% | +10.8% | +46.0% | +45.5% |
| YTD | +49.4% | -0.4% | +49.8% | +48.5% |
| 1Y | +16.5% | -10.9% | +27.4% | +24.1% |
| 3Y | +31.5% | +61.3% | -29.8% | -3.6% |
| All | +34.9% | +78.0% | -43.0% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling