+74.3%
OKE vs ZBH
-20.7%
+95.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | +1.2% | -4.7% | +5.9% | +2.0% |
| 30D | +4.5% | -4.5% | +9.0% | +5.2% |
| 3M | +9.6% | +7.6% | +2.0% | +8.1% |
| 6M | +15.4% | +0.3% | +15.1% | +14.7% |
| YTD | +36.5% | +4.5% | +31.9% | +34.5% |
| 1Y | +39.0% | -9.4% | +48.4% | +40.1% |
| 3Y | +74.3% | -21.5% | +95.8% | +88.2% |
| All | +74.3% | -20.7% | +95.0% | +88.2% |
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 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