+148.1%
APO vs ZETA
+239.2%
-91.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -4.9% | -6.5% | +1.6% | -3.7% |
| 30D | -8.4% | +4.8% | -13.3% | -9.4% |
| 3M | -2.1% | +53.3% | -55.4% | -10.5% |
| 6M | +19.2% | +66.8% | -47.6% | +6.0% |
| YTD | -10.5% | +50.2% | -60.7% | -19.3% |
| 1Y | -2.7% | +62.0% | -64.7% | -14.2% |
| 3Y | +52.5% | +276.4% | -223.9% | +3.6% |
| 5Y | +132.1% | +341.6% | -209.5% | +46.0% |
| All | +148.1% | +239.2% | -91.1% | +57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling