-7.2%
AON vs ZBH
-20.7%
+13.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.9% |
| 7D | -6.3% | -4.7% | -1.6% | -5.5% |
| 30D | -14.1% | -4.5% | -9.6% | -13.4% |
| 3M | -9.5% | +7.6% | -17.1% | -10.5% |
| 6M | -4.0% | +0.3% | -4.3% | -4.3% |
| YTD | -13.8% | +4.5% | -18.3% | -14.7% |
| 1Y | -18.3% | -9.4% | -8.9% | -17.6% |
| 3Y | -7.2% | -21.5% | +14.3% | -4.7% |
| All | -7.2% | -20.7% | +13.5% | -4.7% |
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 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