+355.9%
APH vs ZBH
-27.9%
+383.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | +5.0% | -2.8% | +7.8% | +5.5% |
| 30D | -3.9% | -0.1% | -3.8% | -3.9% |
| 3M | +13.0% | +13.4% | -0.5% | +9.3% |
| 6M | +25.2% | +3.0% | +22.2% | +23.6% |
| YTD | +22.9% | +9.7% | +13.3% | +19.4% |
| 1Y | +47.8% | -5.4% | +53.2% | +48.2% |
| 3Y | +283.0% | -15.6% | +298.6% | +292.1% |
| All | +355.9% | -27.9% | +383.9% | +374.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling