-0.4%
APO vs ZETA
+61.0%
-61.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -0.4% | +10.5% | -10.8% | -2.5% |
| 3M | -0.9% | +44.3% | -45.2% | -8.7% |
| 6M | +22.1% | +59.4% | -37.3% | +8.2% |
| YTD | -8.4% | +49.5% | -57.9% | -18.5% |
| All | -0.4% | +61.0% | -61.4% | -13.1% |
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 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