+197.7%
AON vs ZBH
-16.2%
+213.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | -6.3% | -4.7% | -1.6% | -4.9% |
| 30D | -14.1% | -4.5% | -9.6% | -12.8% |
| 3M | -9.5% | +7.6% | -17.1% | -11.7% |
| 6M | -4.0% | +0.3% | -4.3% | -4.7% |
| YTD | -13.8% | +4.5% | -18.3% | -15.7% |
| 1Y | -18.3% | -9.4% | -8.9% | -16.8% |
| 3Y | -7.2% | -21.5% | +14.3% | -2.6% |
| 5Y | +7.3% | -28.4% | +35.7% | +14.4% |
| All | +197.7% | -16.2% | +213.8% | +180.2% |
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