+140.2%
AMKR vs ZETA
+235.0%
-94.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.7% | +4.7% |
| 7D | +8.3% | -3.7% | +12.0% | +9.1% |
| 30D | -6.8% | +5.7% | -12.5% | -8.0% |
| 3M | -31.9% | +50.4% | -82.4% | -38.4% |
| 6M | +18.4% | +65.5% | -47.1% | +3.5% |
| YTD | +31.7% | +48.3% | -16.6% | +17.3% |
| 1Y | +105.2% | +45.4% | +59.9% | +82.5% |
| 3Y | +147.7% | +270.8% | -123.0% | +58.6% |
| 5Y | +99.4% | +336.1% | -236.8% | +19.1% |
| All | +140.2% | +235.0% | -94.8% | +46.0% |
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