+171.6%
BKR vs ZBH
-28.6%
+200.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -7.0% | -4.7% | -2.3% | -6.2% |
| 30D | -8.1% | -4.5% | -3.6% | -7.4% |
| 3M | -6.6% | +7.6% | -14.2% | -8.2% |
| 6M | +0.9% | +0.3% | +0.6% | +0.3% |
| YTD | +31.1% | +4.5% | +26.6% | +29.2% |
| 1Y | +27.7% | -9.4% | +37.1% | +29.0% |
| 3Y | +71.2% | -21.5% | +92.7% | +78.1% |
| All | +171.6% | -28.6% | +200.2% | +179.8% |
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