-46.4%
ACHR vs ZETA
+239.2%
-285.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -5.4% | -6.5% | +1.1% | -3.4% |
| 30D | -19.7% | +4.8% | -24.6% | -21.0% |
| 3M | +7.9% | +53.3% | -45.4% | -6.3% |
| 6M | -13.8% | +66.8% | -80.6% | -27.9% |
| YTD | -27.5% | +50.2% | -77.7% | -38.0% |
| 1Y | -33.9% | +62.0% | -96.0% | -45.2% |
| 3Y | -20.0% | +276.4% | -296.3% | -56.1% |
| 5Y | -44.0% | +341.6% | -385.6% | -71.2% |
| All | -46.4% | +239.2% | -285.5% | -72.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling