+285.3%
BKR vs ZBH
+265.6%
+19.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -5.6% |
| 7D | -6.7% | -6.6% | -0.1% | -3.8% |
| 30D | -8.3% | -4.9% | -3.4% | -6.4% |
| 3M | -5.4% | +5.1% | -10.5% | -8.3% |
| 6M | +0.8% | +1.3% | -0.5% | -1.5% |
| YTD | +31.8% | +3.4% | +28.5% | +27.6% |
| 1Y | +28.6% | -8.7% | +37.3% | +29.7% |
| 3Y | +71.2% | -21.2% | +92.4% | +79.8% |
| 5Y | +179.2% | -29.2% | +208.4% | +199.5% |
| 10Y | +124.0% | -17.5% | +141.4% | +116.6% |
| All | +285.3% | +265.6% | +19.8% | +110.9% |
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