+933.3%
APP vs ZBH
+5.8%
+927.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +4.6% |
| 7D | +79.2% | +11.3% | +67.9% | +76.8% |
| 30D | +48.0% | +21.5% | +26.5% | +45.4% |
| 3M | +18.2% | +12.5% | +5.7% | +16.5% |
| 6M | -12.5% | +32.3% | -44.8% | -14.6% |
| YTD | -39.2% | +21.4% | -60.6% | -40.1% |
| 1Y | -33.9% | +23.7% | -57.6% | -35.1% |
| 3Y | +933.3% | +7.0% | +926.2% | +866.6% |
| All | +933.3% | +5.8% | +927.5% | +866.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling