+12.5%
APH vs ZETA
+88.1%
-75.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.6% | -8.4% | -1.7% |
| 7D | +0.4% | +18.8% | -18.4% | -1.7% |
| 30D | -8.0% | +12.6% | -20.6% | -9.4% |
| 3M | -5.0% | +29.5% | -34.5% | -7.8% |
| 6M | +29.9% | +128.6% | -98.7% | +17.9% |
| YTD | +18.0% | +85.5% | -67.5% | +6.3% |
| All | +12.5% | +88.1% | -75.6% | +1.5% |
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