+1,804.4%
APO vs ZBH
+87.5%
+1,716.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.2% |
| 7D | -1.0% | -2.8% | +1.8% | +0.3% |
| 30D | +3.5% | -0.1% | +3.6% | +3.5% |
| 3M | +4.5% | +13.4% | -8.9% | -2.2% |
| 6M | +22.8% | +3.0% | +19.8% | +19.3% |
| YTD | -6.5% | +9.7% | -16.1% | -12.1% |
| 1Y | +0.8% | -5.4% | +6.2% | +0.6% |
| 3Y | +62.0% | -15.6% | +77.5% | +65.8% |
| 5Y | +138.2% | -28.1% | +166.4% | +161.8% |
| 10Y | +940.3% | -15.2% | +955.5% | +884.8% |
| All | +1,804.4% | +87.5% | +1,716.9% | +1,060.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling