-84.1%
RIVN vs ZBH
-25.1%
-59.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | +1.8% | -4.7% | +6.5% | +4.0% |
| 30D | +0.6% | -4.5% | +5.1% | +2.6% |
| 3M | +3.2% | +7.6% | -4.4% | -1.4% |
| 6M | -3.7% | +0.3% | -4.0% | -5.3% |
| YTD | -18.7% | +4.5% | -23.2% | -22.0% |
| 1Y | +14.7% | -9.4% | +24.1% | +15.3% |
| 3Y | -31.5% | -21.5% | -10.0% | -25.4% |
| All | -84.1% | -25.1% | -59.0% | -82.5% |
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