-26.3%
APH vs ZETA
+68.7%
-95.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -47.9% |
| 7D | -48.7% | +3.7% | -52.4% | -48.9% |
| 30D | -51.9% | +15.8% | -67.8% | -52.6% |
| 3M | -43.6% | +35.4% | -79.0% | -45.0% |
| 6M | -37.5% | +67.1% | -104.6% | -41.1% |
| YTD | -38.6% | +54.1% | -92.7% | -42.5% |
| 1Y | -26.3% | +67.8% | -94.2% | -31.4% |
| All | -26.3% | +68.7% | -95.1% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling