+78.7%
APO vs ZBH
-16.1%
+94.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.2% |
| 7D | +5.8% | -2.3% | +8.0% | +6.6% |
| 30D | +8.9% | +12.5% | -3.6% | +4.7% |
| 3M | -13.6% | +3.9% | -17.6% | -14.9% |
| 6M | -5.4% | +25.4% | -30.8% | -13.0% |
| YTD | -13.6% | +15.7% | -29.3% | -18.9% |
| 1Y | -2.5% | +15.2% | -17.7% | -8.4% |
| 3Y | +50.9% | +0.3% | +50.5% | +43.0% |
| All | +78.7% | -16.1% | +94.9% | +83.1% |
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 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