-24.5%
KVUE vs ZBH
-30.5%
+6.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | -5.1% | -4.7% | -0.5% | -4.0% |
| 30D | -6.3% | -4.5% | -1.8% | -5.3% |
| 3M | -0.5% | +7.6% | -8.1% | -2.5% |
| 6M | +3.1% | +0.3% | +2.8% | +2.4% |
| YTD | +6.7% | +4.5% | +2.2% | +4.8% |
| 1Y | -1.1% | -9.4% | +8.2% | +0.1% |
| 3Y | -8.7% | -21.5% | +12.7% | -5.5% |
| All | -24.5% | -30.5% | +6.0% | -20.3% |
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 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