-18.4%
APTV vs ZBH
-16.2%
-2.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.0% |
| 7D | -5.0% | -4.7% | -0.4% | -2.5% |
| 30D | -6.1% | -4.5% | -1.6% | -3.7% |
| 3M | -33.0% | +7.6% | -40.6% | -36.2% |
| 6M | -35.2% | +0.3% | -35.5% | -36.4% |
| YTD | -40.1% | +4.5% | -44.7% | -42.9% |
| 1Y | -45.6% | -9.4% | -36.2% | -44.6% |
| 3Y | -54.4% | -21.5% | -32.9% | -50.7% |
| 5Y | -68.9% | -28.4% | -40.5% | -64.8% |
| All | -18.4% | -16.2% | -2.2% | -23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling