-25.8%
ZBH vs AHR
+360.2%
-386.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -6.6% | -3.0% | -3.5% | -6.2% |
| 30D | -4.9% | +2.6% | -7.5% | -5.3% |
| 3M | +5.1% | +16.0% | -10.9% | +3.1% |
| 6M | +1.3% | +3.1% | -1.7% | +0.8% |
| YTD | +3.4% | +16.0% | -12.7% | +1.3% |
| 1Y | -8.7% | +28.0% | -36.7% | -12.0% |
| All | -25.8% | +360.2% | -386.0% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling