+1,068.5%
APH vs ZBH
-18.3%
+1,086.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | 0.0% |
| 7D | +0.2% | -5.2% | +5.4% | +1.9% |
| 30D | -3.3% | -2.4% | -0.9% | -2.7% |
| 3M | +14.0% | +8.3% | +5.8% | +10.1% |
| 6M | +24.4% | +0.7% | +23.8% | +22.8% |
| YTD | +21.4% | +5.3% | +16.1% | +17.5% |
| 1Y | +48.9% | -9.1% | +58.0% | +50.3% |
| 3Y | +290.1% | -19.7% | +309.8% | +302.5% |
| 5Y | +352.8% | -31.3% | +384.1% | +390.0% |
| All | +1,068.5% | -18.3% | +1,086.7% | +996.1% |
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 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