+77.7%
AXON vs ZBH
-13.8%
+91.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -27.4% | +10.6% | -37.9% | -29.3% |
| 30D | -28.5% | +20.4% | -48.9% | -32.0% |
| 3M | -49.3% | +10.0% | -59.3% | -50.6% |
| 6M | -25.0% | +31.0% | -56.1% | -30.7% |
| YTD | -46.7% | +20.3% | -67.0% | -49.8% |
| 1Y | -48.3% | +22.2% | -70.5% | -51.5% |
| 3Y | +38.8% | +4.7% | +34.1% | +29.8% |
| 5Y | +77.7% | -13.7% | +91.4% | +77.3% |
| All | +77.7% | -13.8% | +91.5% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling