+71.2%
BKR vs ZBH
-20.7%
+91.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -7.0% | -4.7% | -2.3% | -6.5% |
| 30D | -8.1% | -4.5% | -3.6% | -7.7% |
| 3M | -6.6% | +7.6% | -14.2% | -7.6% |
| 6M | +0.9% | +0.3% | +0.6% | +0.6% |
| YTD | +31.1% | +4.5% | +26.6% | +30.1% |
| 1Y | +27.7% | -9.4% | +37.1% | +28.5% |
| 3Y | +71.2% | -21.5% | +92.7% | +79.0% |
| All | +71.2% | -20.7% | +91.9% | +79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling