+951.3%
APH vs ZBH
+16.4%
+934.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.6% | +5.6% | +7.4% |
| 7D | +1.1% | +11.3% | -10.2% | -2.6% |
| 30D | -7.5% | +21.5% | -29.0% | -13.5% |
| 3M | -4.4% | +12.5% | -16.9% | -8.8% |
| 6M | +26.5% | +32.3% | -5.8% | +13.2% |
| YTD | +20.0% | +21.4% | -1.4% | +10.0% |
| 1Y | +16.9% | +23.7% | -6.9% | +6.3% |
| 3Y | +288.5% | +7.0% | +281.5% | +257.7% |
| 5Y | +310.3% | -13.2% | +323.5% | +307.3% |
| 10Y | +951.3% | +19.3% | +932.0% | +818.7% |
| All | +951.3% | +16.4% | +934.9% | +818.7% |
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