+159.2%
APO vs ZETA
+247.9%
-88.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +0.2% |
| 7D | -1.0% | +2.7% | -3.7% | -1.6% |
| 30D | +3.5% | +15.8% | -12.3% | +0.5% |
| 3M | +4.5% | +35.4% | -30.9% | -2.2% |
| 6M | +22.8% | +67.1% | -44.3% | +9.1% |
| YTD | -6.5% | +54.1% | -60.6% | -16.0% |
| 1Y | +0.8% | +67.8% | -67.0% | -11.7% |
| 3Y | +62.0% | +311.4% | -249.5% | +8.0% |
| 5Y | +138.2% | +324.8% | -186.5% | +49.7% |
| All | +159.2% | +247.9% | -88.7% | +64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling