+385.0%
ZBRA vs RBA
+207.2%
+177.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.6% |
| 7D | +0.6% | +1.7% | -1.1% | 0.0% |
| 30D | -14.0% | +8.3% | -22.4% | -16.7% |
| 3M | -14.7% | +10.5% | -25.2% | -18.1% |
| 6M | +31.3% | -5.9% | +37.2% | +32.2% |
| YTD | +33.4% | -6.9% | +40.3% | +33.3% |
| 1Y | +34.1% | -4.9% | +39.0% | +32.9% |
| 3Y | +59.9% | +64.5% | -4.5% | +25.7% |
| 5Y | -45.3% | +46.1% | -91.3% | -56.3% |
| All | +385.0% | +207.2% | +177.8% | +167.5% |
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