+176.9%
AXON vs ZBH
-30.7%
+207.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -0.9% |
| 7D | -2.5% | -5.2% | +2.7% | -1.1% |
| 30D | -11.5% | -2.4% | -9.1% | -10.9% |
| 3M | +7.3% | +8.3% | -1.0% | +4.8% |
| 6M | -11.9% | +0.7% | -12.6% | -12.6% |
| YTD | -11.0% | +5.3% | -16.4% | -12.9% |
| 1Y | -31.8% | -9.1% | -22.7% | -30.4% |
| 3Y | +135.4% | -19.7% | +155.1% | +146.3% |
| 5Y | +176.9% | -31.3% | +208.1% | +192.5% |
| All | +176.9% | -30.7% | +207.6% | +192.5% |
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