+414.4%
ZBRA vs RBA
+195.3%
+219.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | +0.1% |
| 7D | -3.8% | -3.3% | -0.5% | -2.6% |
| 30D | -10.2% | -9.8% | -0.4% | -6.8% |
| 3M | +58.7% | -23.5% | +82.1% | +73.3% |
| 6M | +61.9% | -21.5% | +83.4% | +74.6% |
| YTD | +41.7% | -21.2% | +62.8% | +51.1% |
| 1Y | +12.4% | -30.2% | +42.6% | +25.6% |
| 3Y | +34.2% | +25.3% | +8.9% | +16.8% |
| 5Y | -40.8% | +35.1% | -75.9% | -51.4% |
| All | +414.4% | +195.3% | +219.1% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling