+59.6%
KEYS vs ZBH
+11.3%
+48.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +13.5% | -19.8% | -3.3% |
| 7D | -14.8% | +14.3% | -29.1% | -11.9% |
| 30D | -25.6% | +20.3% | -45.9% | -22.3% |
| 3M | -16.2% | +15.3% | -31.5% | -13.0% |
| 6M | -18.6% | +33.9% | -52.6% | -16.0% |
| YTD | +40.7% | +23.5% | +17.2% | +48.6% |
| 1Y | +59.6% | +7.9% | +51.7% | +68.5% |
| All | +59.6% | +11.3% | +48.3% | +68.5% |
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