-15.6%
ZBH vs AMBA
-9.0%
-6.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -2.8% | -11.0% | +8.1% | -1.6% |
| 30D | -0.1% | -23.2% | +23.1% | +2.8% |
| 3M | +13.4% | -12.7% | +26.1% | +13.0% |
| 6M | +3.0% | +11.2% | -8.2% | -1.7% |
| YTD | +9.7% | -11.2% | +20.9% | +7.5% |
| 1Y | -5.4% | -22.5% | +17.1% | -6.6% |
| 3Y | -15.6% | -1.3% | -14.3% | -22.9% |
| 5Y | -28.1% | -54.2% | +26.0% | -31.6% |
| All | -15.6% | -9.0% | -6.6% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling