+528.2%
AMKR vs ZBH
-16.2%
+544.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +3.9% |
| 7D | +8.3% | -4.7% | +13.0% | +10.7% |
| 30D | -6.8% | -4.5% | -2.3% | -5.1% |
| 3M | -31.9% | +7.6% | -39.5% | -36.7% |
| 6M | +18.4% | +0.3% | +18.1% | +13.5% |
| YTD | +31.7% | +4.5% | +27.1% | +23.0% |
| 1Y | +105.2% | -9.4% | +114.6% | +103.9% |
| 3Y | +147.7% | -21.5% | +169.2% | +159.8% |
| 5Y | +99.4% | -28.4% | +127.8% | +117.4% |
| All | +528.2% | -16.2% | +544.4% | +494.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling