+48.1%
APA vs ZBH
-0.3%
+48.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +8.5% | -2.3% | +10.8% | +8.9% |
| 30D | +2.8% | +12.5% | -9.7% | +0.2% |
| 3M | +21.7% | +3.9% | +17.8% | +20.6% |
| 6M | +32.6% | +25.4% | +7.2% | +24.9% |
| YTD | +103.7% | +15.7% | +88.0% | +94.3% |
| 1Y | +101.8% | +15.2% | +86.6% | +92.6% |
| 3Y | +48.1% | +0.3% | +47.7% | +45.4% |
| All | +48.1% | -0.3% | +48.4% | +45.4% |
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