+80.8%
APO vs ZETA
+271.1%
-190.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.6% | -7.4% | -1.4% |
| 7D | +0.2% | +18.8% | -18.6% | -3.4% |
| 30D | +3.1% | +12.6% | -9.5% | +0.4% |
| 3M | -12.0% | +29.5% | -41.5% | -17.0% |
| 6M | -5.0% | +128.6% | -133.5% | -21.4% |
| YTD | -14.0% | +85.5% | -99.5% | -26.5% |
| 1Y | -5.9% | +90.6% | -96.5% | -20.3% |
| 3Y | +51.6% | +358.0% | -306.4% | -5.4% |
| 5Y | +80.8% | +282.0% | -201.2% | +3.9% |
| All | +80.8% | +271.1% | -190.3% | +3.9% |
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