+211.4%
AXTI vs ZBH
+265.6%
-54.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.3% | -3.8% | -5.4% |
| 7D | +15.1% | -6.6% | +21.7% | +17.5% |
| 30D | -12.3% | -4.9% | -7.4% | -11.4% |
| 3M | -24.1% | +5.1% | -29.3% | -27.4% |
| 6M | +46.0% | +1.3% | +44.7% | +40.8% |
| YTD | +295.7% | +3.4% | +292.4% | +278.9% |
| 1Y | +1,825.6% | -8.7% | +1,834.3% | +1,806.6% |
| 3Y | +2,630.0% | -21.2% | +2,651.2% | +2,737.1% |
| 5Y | +601.0% | -29.2% | +630.2% | +648.8% |
| 10Y | +1,459.0% | -17.5% | +1,476.5% | +1,434.3% |
| All | +211.4% | +265.6% | -54.2% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling