+285.6%
APH vs ZETA
+311.4%
-25.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +4.9% | +1.4% |
| 7D | +5.0% | +2.7% | +2.3% | +4.6% |
| 30D | -3.9% | +15.8% | -19.7% | -5.8% |
| 3M | +13.0% | +35.4% | -22.4% | +8.3% |
| 6M | +25.2% | +67.1% | -42.0% | +15.8% |
| YTD | +22.9% | +54.1% | -31.1% | +14.1% |
| 1Y | +47.8% | +67.8% | -20.0% | +34.6% |
| All | +285.6% | +311.4% | -25.8% | +185.5% |
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 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