-41.5%
ACHR vs ZBH
-32.9%
-8.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.9% | +6.0% | +3.8% |
| 7D | +4.9% | -5.2% | +10.1% | +7.2% |
| 30D | +4.3% | -2.4% | +6.7% | +5.4% |
| 3M | +1.7% | +8.3% | -6.5% | -3.3% |
| 6M | -6.9% | +0.7% | -7.5% | -8.8% |
| YTD | -22.5% | +5.3% | -27.8% | -25.7% |
| 1Y | -31.5% | -9.1% | -22.4% | -30.3% |
| 3Y | -14.4% | -19.7% | +5.3% | -8.1% |
| 5Y | -41.6% | -31.3% | -10.4% | -37.1% |
| All | -41.5% | -32.9% | -8.6% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling