+16.5%
ZBRA vs RRC
+23.4%
-6.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.4% |
| 7D | +1.8% | +1.3% | +0.5% | +1.8% |
| 30D | -1.7% | +10.1% | -11.8% | -1.2% |
| 3M | +47.8% | +4.0% | +43.8% | +48.3% |
| 6M | +56.7% | +1.6% | +55.2% | +56.8% |
| YTD | +49.4% | +19.7% | +29.7% | +47.7% |
| 1Y | +16.5% | +21.4% | -4.9% | +20.7% |
| All | +16.5% | +23.4% | -6.8% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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