-4.4%
APO vs ZETA
+84.8%
-89.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +7.6% |
| 7D | +8.2% | -5.0% | +13.2% | +9.2% |
| 30D | +6.4% | -3.3% | +9.8% | +6.9% |
| 3M | -7.4% | +31.0% | -38.4% | -12.6% |
| 6M | -4.2% | +72.2% | -76.3% | -15.7% |
| YTD | -14.1% | +56.2% | -70.3% | -24.2% |
| 1Y | -4.4% | +90.3% | -94.7% | -19.5% |
| All | -4.4% | +84.8% | -89.1% | -19.5% |
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 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