+28.6%
ZBH vs AAOX
-89.3%
+117.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -15.0% | +28.4% | +13.0% |
| 7D | +14.3% | -50.3% | +64.5% | +12.5% |
| 30D | +20.3% | -79.8% | +100.1% | +16.6% |
| 3M | +15.3% | -85.9% | +101.2% | +11.6% |
| 6M | +33.9% | -95.7% | +129.6% | +30.3% |
| All | +28.6% | -89.3% | +117.9% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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