-22.5%
ACHR vs ZETA
+348.6%
-371.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.7% | -5.3% | -6.4% |
| 7D | -9.2% | +18.1% | -27.3% | -14.0% |
| 30D | -1.0% | +13.6% | -14.6% | -4.9% |
| 3M | -42.2% | +23.7% | -65.9% | -46.2% |
| 6M | -38.2% | +128.5% | -166.7% | -53.0% |
| YTD | -46.4% | +80.1% | -126.5% | -56.7% |
| 1Y | -49.4% | +98.0% | -147.4% | -60.3% |
| 3Y | -22.5% | +348.6% | -371.1% | -64.9% |
| All | -22.5% | +348.6% | -371.1% | -64.9% |
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