+423.9%
ZBRA vs RJF
+429.3%
-5.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | -3.4% | -2.7% | -0.7% | -1.7% |
| 30D | -7.4% | -4.3% | -3.1% | -5.0% |
| 3M | +57.5% | +15.7% | +41.8% | +43.3% |
| 6M | +64.0% | +17.8% | +46.2% | +47.4% |
| YTD | +44.3% | +9.2% | +35.1% | +35.9% |
| 1Y | +10.9% | +2.8% | +8.1% | +8.4% |
| 3Y | +37.5% | +69.5% | -31.9% | -1.0% |
| 5Y | -39.7% | +105.9% | -145.6% | -61.7% |
| All | +423.9% | +429.3% | -5.4% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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