+161.6%
KEY vs ZBH
-17.1%
+178.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +1.3% |
| 7D | -1.8% | -6.6% | +4.8% | +1.9% |
| 30D | -3.3% | -4.9% | +1.6% | -0.8% |
| 3M | -0.2% | +5.1% | -5.3% | -3.8% |
| 6M | +12.1% | +1.3% | +10.8% | +9.2% |
| YTD | +8.4% | +3.4% | +5.0% | +4.1% |
| 1Y | +17.6% | -8.7% | +26.3% | +19.4% |
| 3Y | +123.3% | -21.2% | +144.5% | +140.4% |
| 5Y | +39.5% | -29.2% | +68.7% | +56.7% |
| All | +161.6% | -17.1% | +178.7% | +144.9% |
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 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