+8,592.8%
ZBRA vs MKC
+1,776.1%
+6,816.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | +2.6% | -4.3% | +6.9% | +3.8% |
| 30D | -6.4% | -2.0% | -4.4% | -6.0% |
| 3M | +51.3% | +10.0% | +41.3% | +46.9% |
| 6M | +60.5% | -18.5% | +79.0% | +68.4% |
| YTD | +45.2% | -22.4% | +67.6% | +53.7% |
| 1Y | +12.3% | -23.6% | +36.0% | +19.2% |
| 3Y | +37.5% | -30.4% | +68.0% | +48.0% |
| 5Y | -39.2% | -34.2% | -5.0% | -34.1% |
| 10Y | +417.0% | +26.8% | +390.2% | +370.0% |
| All | +8,592.8% | +1,776.1% | +6,816.7% | +4,620.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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