+1,303.7%
AKAM vs ZBH
+274.1%
+1,029.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | +5.4% | -4.9% | +10.3% | +7.3% |
| 30D | -5.9% | -3.2% | -2.6% | -4.9% |
| 3M | -19.6% | +5.8% | -25.5% | -21.9% |
| 6M | +8.5% | +2.0% | +6.5% | +5.9% |
| YTD | +26.9% | +5.8% | +21.2% | +22.0% |
| 1Y | +41.7% | -7.9% | +49.6% | +42.1% |
| 3Y | +5.8% | -19.4% | +25.2% | +9.4% |
| 5Y | -2.3% | -29.5% | +27.2% | +4.3% |
| 10Y | +111.0% | -15.5% | +126.5% | +91.2% |
| All | +1,303.7% | +274.1% | +1,029.5% | +533.1% |
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