+24.7%
ZBRA vs BRKR
+53.7%
-29.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.6% | -5.5% | +0.4% |
| 7D | -10.9% | +7.4% | -18.3% | -10.4% |
| 30D | -16.6% | +2.7% | -19.2% | -16.4% |
| 3M | -11.6% | +19.7% | -31.3% | -9.9% |
| 6M | +40.2% | +45.2% | -5.0% | +31.7% |
| YTD | +32.6% | +30.6% | +2.1% | +23.5% |
| 1Y | +24.7% | +56.6% | -31.9% | +3.1% |
| All | +24.7% | +53.7% | -29.0% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling