+4.4%
APH vs ZETA
+54.7%
-50.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +3.5% |
| 7D | -5.9% | -0.4% | -5.5% | -5.9% |
| 30D | -14.8% | -8.0% | -6.8% | -14.1% |
| 3M | -12.4% | +21.4% | -33.8% | -13.9% |
| 6M | +8.1% | +80.1% | -72.0% | +1.2% |
| YTD | +10.9% | +52.5% | -41.5% | +2.4% |
| All | +4.4% | +54.7% | -50.3% | -4.3% |
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