+1,846.0%
AXON vs ZBH
-18.0%
+1,863.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -3.3% | -4.9% | +1.6% | -1.6% |
| 30D | -17.8% | -3.2% | -14.6% | -16.8% |
| 3M | +8.3% | +5.8% | +2.4% | +5.7% |
| 6M | -12.4% | +2.0% | -14.3% | -13.7% |
| YTD | -13.7% | +5.8% | -19.5% | -16.4% |
| 1Y | -33.1% | -7.9% | -25.1% | -31.9% |
| 3Y | +128.2% | -19.4% | +147.6% | +136.9% |
| 5Y | +170.5% | -29.5% | +200.0% | +193.5% |
| 10Y | +1,846.0% | -15.5% | +1,861.5% | +1,727.1% |
| All | +1,846.0% | -18.0% | +1,863.9% | +1,727.1% |
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