+285.2%
APH vs ZETA
+281.0%
+4.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.5% |
| 7D | +4.9% | +18.1% | -13.2% | +2.4% |
| 30D | -5.4% | +13.6% | -19.0% | -7.1% |
| 3M | -5.5% | +23.7% | -29.2% | -8.4% |
| 6M | +25.9% | +128.5% | -102.6% | +10.9% |
| YTD | +16.4% | +80.1% | -63.7% | +4.8% |
| 1Y | +16.5% | +98.0% | -81.5% | +3.3% |
| 3Y | +270.9% | +348.6% | -77.7% | +167.9% |
| All | +285.2% | +281.0% | +4.2% | +160.9% |
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