+1,028.0%
AXON vs ZBH
+17.3%
+1,010.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -27.4% | +10.6% | -37.9% | -30.1% |
| 30D | -28.5% | +20.4% | -48.9% | -33.3% |
| 3M | -49.3% | +10.0% | -59.3% | -51.2% |
| 6M | -25.0% | +31.0% | -56.1% | -32.8% |
| YTD | -46.7% | +20.3% | -67.0% | -51.0% |
| 1Y | -48.3% | +22.2% | -70.5% | -52.8% |
| 3Y | +38.8% | +4.7% | +34.1% | +28.8% |
| 5Y | +77.7% | -13.7% | +91.4% | +78.3% |
| 10Y | +1,028.0% | +19.3% | +1,008.7% | +920.6% |
| All | +1,028.0% | +17.3% | +1,010.8% | +920.6% |
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 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