+4,630.5%
ROK vs ZBH
+272.6%
+4,357.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | +0.7% |
| 7D | +2.8% | -5.2% | +8.0% | +5.2% |
| 30D | -2.4% | -2.4% | 0.0% | -1.5% |
| 3M | -4.7% | +8.3% | -12.9% | -8.8% |
| 6M | +16.8% | +0.7% | +16.1% | +14.8% |
| YTD | +11.4% | +5.3% | +6.0% | +7.0% |
| 1Y | +26.2% | -9.1% | +35.2% | +28.2% |
| 3Y | +51.9% | -19.7% | +71.5% | +59.1% |
| 5Y | +46.4% | -31.3% | +77.7% | +62.6% |
| 10Y | +343.5% | -18.9% | +362.5% | +329.7% |
| All | +4,630.5% | +272.6% | +4,357.9% | +2,266.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling