+355.9%
APH vs ZETA
+329.5%
+26.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.9% |
| 3M | +13.0% | +35.4% | -22.4% | +7.9% |
| 6M | +25.2% | +67.1% | -42.0% | +15.4% |
| YTD | +22.9% | +54.1% | -31.1% | +13.8% |
| 1Y | +47.8% | +67.8% | -20.0% | +34.2% |
| 3Y | +283.0% | +311.4% | -28.4% | +185.8% |
| All | +355.9% | +329.5% | +26.5% | +222.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling