+77.0%
ZTS vs RBA
+236.6%
-159.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.0% |
| 7D | -1.0% | +2.5% | -3.5% | -1.7% |
| 30D | +10.8% | +11.6% | -0.8% | +7.3% |
| 3M | +14.1% | +1.5% | +12.6% | +13.3% |
| 6M | +0.8% | -6.6% | +7.4% | +2.0% |
| YTD | -33.1% | -6.3% | -26.8% | -32.5% |
| 1Y | -30.0% | -4.0% | -26.0% | -29.9% |
| 3Y | -49.5% | +47.3% | -96.8% | -56.2% |
| 5Y | -60.2% | +47.7% | -107.9% | -66.3% |
| 10Y | +77.0% | +224.7% | -147.7% | +12.5% |
| All | +77.0% | +236.6% | -159.5% | +12.5% |
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