+78.2%
AAPL vs ZETA
+272.3%
-194.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +2.3% | +10.5% | -8.2% | +1.1% |
| 3M | +8.6% | +44.3% | -35.7% | +3.8% |
| 6M | +21.6% | +59.4% | -37.9% | +14.1% |
| YTD | +16.3% | +49.5% | -33.2% | +9.3% |
| 1Y | +35.1% | +62.7% | -27.6% | +24.7% |
| All | +78.2% | +272.3% | -194.1% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 3y: compounded portfolio wealth divided by compounded ZETA 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…
3y analysis · Full analysis span regression · 6 months rolling