-43.0%
APP vs ZBH
-9.7%
-33.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.3% | -3.1% |
| 7D | +0.1% | -5.2% | +5.3% | -0.5% |
| 30D | -10.0% | -2.4% | -7.6% | -10.2% |
| 3M | -44.6% | +8.3% | -52.9% | -43.8% |
| 6M | -37.9% | +0.7% | -38.5% | -37.3% |
| YTD | -53.7% | +5.3% | -59.0% | -52.6% |
| 1Y | -43.0% | -9.1% | -33.9% | -40.3% |
| All | -43.0% | -9.7% | -33.3% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling