-19.9%
ACHR vs ZBH
-20.7%
+0.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +2.1% |
| 7D | -2.3% | -4.7% | +2.4% | -1.1% |
| 30D | -11.3% | -4.5% | -6.8% | -10.2% |
| 3M | +5.3% | +7.6% | -2.3% | +2.1% |
| 6M | -13.2% | +0.3% | -13.5% | -14.0% |
| YTD | -25.8% | +4.5% | -30.3% | -27.3% |
| 1Y | -34.3% | -9.4% | -24.9% | -32.9% |
| 3Y | -19.9% | -21.5% | +1.5% | -13.5% |
| All | -19.9% | -20.7% | +0.7% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling