-40.3%
ZBRA vs RRC
+154.4%
-194.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -1.8% | -1.7% | 0.0% | -1.4% |
| 30D | -8.8% | +3.6% | -12.4% | -9.6% |
| 3M | +47.2% | +8.8% | +38.4% | +43.8% |
| 6M | +61.3% | +0.8% | +60.5% | +59.8% |
| YTD | +42.0% | +19.0% | +23.0% | +34.4% |
| 1Y | +10.5% | +22.9% | -12.5% | +3.3% |
| 3Y | +34.5% | +32.3% | +2.2% | +22.1% |
| 5Y | -40.3% | +151.6% | -191.9% | -51.7% |
| All | -40.3% | +154.4% | -194.6% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling