-37.5%
APH vs ZBH
+0.6%
-38.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.0% | -45.8% | -47.4% |
| 7D | -48.7% | -1.4% | -47.3% | -48.3% |
| 30D | -51.9% | -0.1% | -51.8% | -51.6% |
| 3M | -43.6% | +13.4% | -57.0% | -44.5% |
| 6M | -37.5% | +3.0% | -40.5% | -35.8% |
| All | -37.5% | +0.6% | -38.2% | -35.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling