-0.1%
KMB vs ZBH
-13.8%
+13.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +6.0% | +10.6% | -4.5% | +3.6% |
| 30D | +13.5% | +20.4% | -6.9% | +9.1% |
| 3M | +3.8% | +10.0% | -6.3% | +1.4% |
| 6M | +15.6% | +31.0% | -15.5% | +9.1% |
| YTD | +14.0% | +20.3% | -6.3% | +9.0% |
| 1Y | +12.9% | +22.2% | -9.3% | +7.6% |
| 3Y | +3.7% | +4.7% | -1.0% | +0.9% |
| 5Y | -0.1% | -13.7% | +13.6% | -0.2% |
| All | -0.1% | -13.8% | +13.7% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling