+120.2%
BKR vs ZBH
-16.2%
+136.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.1% |
| 7D | -7.0% | -4.7% | -2.3% | -5.0% |
| 30D | -8.1% | -4.5% | -3.6% | -6.4% |
| 3M | -6.6% | +7.6% | -14.2% | -10.4% |
| 6M | +0.9% | +0.3% | +0.6% | -0.9% |
| YTD | +31.1% | +4.5% | +26.6% | +26.2% |
| 1Y | +27.7% | -9.4% | +37.1% | +29.5% |
| 3Y | +71.2% | -21.5% | +92.7% | +81.4% |
| 5Y | +177.6% | -28.4% | +206.0% | +198.5% |
| All | +120.2% | -16.2% | +136.3% | +101.5% |
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 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