+282.2%
APH vs ZETA
+232.9%
+49.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +3.4% |
| 7D | -5.9% | -0.4% | -5.5% | -5.8% |
| 30D | -14.8% | -8.0% | -6.8% | -13.8% |
| 3M | -12.4% | +21.4% | -33.8% | -14.9% |
| 6M | +8.1% | +80.1% | -72.0% | -1.5% |
| YTD | +10.9% | +52.5% | -41.5% | +2.4% |
| 1Y | +8.8% | +58.5% | -49.7% | -0.3% |
| 3Y | +262.1% | +281.7% | -19.6% | +168.3% |
| All | +282.2% | +232.9% | +49.2% | +169.1% |
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