+30.8%
RIO vs ZBH
+11.3%
+19.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +13.5% | -9.9% | +2.9% |
| 7D | -1.6% | +14.3% | -15.9% | -2.3% |
| 30D | -11.6% | +20.3% | -31.9% | -12.3% |
| 3M | -12.7% | +15.3% | -28.0% | -13.4% |
| 6M | -12.4% | +33.9% | -46.3% | -14.1% |
| YTD | +11.0% | +23.5% | -12.5% | +10.5% |
| 1Y | +30.8% | +7.9% | +23.0% | +29.6% |
| All | +30.8% | +11.3% | +19.5% | +29.6% |
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