+26.2%
KLAC vs ZBH
+11.3%
+14.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +13.5% | -17.6% | -0.3% |
| 7D | -5.7% | +14.3% | -19.9% | -1.7% |
| 30D | -27.6% | +20.3% | -47.9% | -23.3% |
| 3M | -23.3% | +15.3% | -38.5% | -19.5% |
| 6M | -12.4% | +33.9% | -46.3% | -6.8% |
| YTD | +23.7% | +23.5% | +0.3% | +34.4% |
| 1Y | +26.2% | +7.9% | +18.3% | +35.3% |
| All | +26.2% | +11.3% | +14.9% | +35.3% |
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