+414.4%
ZBRA vs RRC
+6.5%
+407.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.3% |
| 7D | -3.8% | -1.2% | -2.6% | -3.6% |
| 30D | -10.2% | +3.0% | -13.2% | -10.7% |
| 3M | +58.7% | +7.3% | +51.4% | +56.2% |
| 6M | +61.9% | +3.6% | +58.3% | +59.9% |
| YTD | +41.7% | +19.4% | +22.3% | +36.0% |
| 1Y | +12.4% | +21.4% | -9.1% | +7.2% |
| 3Y | +34.2% | +32.8% | +1.4% | +25.0% |
| 5Y | -40.8% | +152.0% | -192.7% | -51.9% |
| All | +414.4% | +6.5% | +407.9% | +284.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling