-40.4%
APTV vs ZBH
-5.6%
-34.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.1% |
| 7D | +4.8% | -2.8% | +7.6% | +5.1% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -34.2% | +13.4% | -47.7% | -34.7% |
| 6M | -34.7% | +3.0% | -37.6% | -34.8% |
| YTD | -37.0% | +9.7% | -46.6% | -37.1% |
| 1Y | -40.4% | -5.4% | -35.0% | -40.8% |
| All | -40.4% | -5.6% | -34.8% | -40.8% |
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 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