-18.9%
ZBH vs AVAV
+516.1%
-535.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.9% | -6.8% | -4.2% |
| 7D | -5.2% | +3.2% | -8.4% | -5.5% |
| 30D | -2.4% | -20.3% | +17.9% | -0.4% |
| 3M | +8.3% | -19.4% | +27.7% | +9.6% |
| 6M | +0.7% | -35.3% | +35.9% | +3.7% |
| YTD | +5.3% | -38.5% | +43.8% | +7.8% |
| 1Y | -9.1% | -37.2% | +28.1% | -7.9% |
| 3Y | -19.7% | +31.1% | -50.8% | -29.7% |
| 5Y | -31.3% | +41.0% | -72.3% | -42.6% |
| 10Y | -18.9% | +508.8% | -527.7% | -45.3% |
| All | -18.9% | +516.1% | -535.0% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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