+20.1%
KDP vs ZBH
-8.1%
+28.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.9% | -1.5% |
| 7D | -1.6% | -4.9% | +3.3% | -0.9% |
| 30D | +9.5% | -3.2% | +12.7% | +10.0% |
| 3M | +2.6% | +5.8% | -3.2% | +2.2% |
| 6M | +15.6% | +2.0% | +13.7% | +15.1% |
| YTD | +17.3% | +5.8% | +11.5% | +16.6% |
| 1Y | +20.1% | -7.9% | +28.0% | +18.7% |
| All | +20.1% | -8.1% | +28.2% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling