+743.4%
AXTI vs ZBH
-28.6%
+772.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +5.1% | -4.7% | +9.7% | +6.2% |
| 30D | -17.5% | -4.5% | -13.0% | -16.9% |
| 3M | -26.7% | +7.6% | -34.3% | -30.7% |
| 6M | +36.8% | +0.3% | +36.5% | +32.5% |
| YTD | +296.1% | +4.5% | +291.6% | +277.0% |
| 1Y | +1,810.6% | -9.4% | +1,820.0% | +1,810.5% |
| 3Y | +2,587.6% | -21.5% | +2,609.0% | +2,777.6% |
| All | +743.4% | -28.6% | +772.0% | +769.6% |
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 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