-18.3%
ZBH vs RBA
+195.3%
-213.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | -6.6% | -3.3% | -3.3% | -5.7% |
| 30D | -4.9% | -9.8% | +4.9% | -2.5% |
| 3M | +5.1% | -23.5% | +28.6% | +11.9% |
| 6M | +1.3% | -21.5% | +22.9% | +7.0% |
| YTD | +3.4% | -21.2% | +24.5% | +8.4% |
| 1Y | -8.7% | -30.2% | +21.5% | -1.2% |
| 3Y | -21.2% | +25.3% | -46.5% | -28.8% |
| 5Y | -29.2% | +35.1% | -64.3% | -39.3% |
| All | -18.3% | +195.3% | -213.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RBA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling