+262.1%
APH vs ZBH
+0.1%
+262.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.1% |
| 7D | -5.9% | +11.7% | -17.7% | -5.3% |
| 30D | -14.8% | +19.3% | -34.1% | -14.2% |
| 3M | -12.4% | +8.9% | -21.4% | -11.8% |
| 6M | +8.1% | +28.2% | -20.1% | +8.0% |
| YTD | +10.9% | +18.4% | -7.4% | +11.6% |
| 1Y | +8.8% | +20.6% | -11.8% | +9.4% |
| 3Y | +262.1% | -0.6% | +262.7% | +258.2% |
| All | +262.1% | +0.1% | +262.0% | +258.2% |
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 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