+267.2%
KLAC vs ZBH
-21.6%
+288.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -3.1% |
| 7D | +2.5% | -6.6% | +9.0% | +2.5% |
| 30D | -11.5% | -4.9% | -6.6% | -11.5% |
| 3M | -16.9% | +5.1% | -22.1% | -17.7% |
| 6M | +22.2% | +1.3% | +20.9% | +22.0% |
| YTD | +46.4% | +3.4% | +43.0% | +45.6% |
| 1Y | +91.0% | -8.7% | +99.7% | +92.7% |
| All | +267.2% | -21.6% | +288.8% | +290.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling