-54.2%
APTV vs ZBH
-21.6%
-32.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +4.9% | +3.2% |
| 7D | -1.8% | -6.6% | +4.7% | -0.3% |
| 30D | -7.9% | -4.9% | -3.0% | -6.8% |
| 3M | -29.9% | +5.1% | -35.0% | -30.8% |
| 6M | -36.6% | +1.3% | -37.9% | -37.0% |
| YTD | -40.0% | +3.4% | -43.3% | -40.7% |
| 1Y | -44.0% | -8.7% | -35.3% | -43.4% |
| All | -54.2% | -21.6% | -32.6% | -45.8% |
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 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