-55.4%
APP vs ZETA
+84.8%
-140.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +9.5% |
| 7D | +4.5% | -5.0% | +9.5% | +7.3% |
| 30D | -3.6% | -3.3% | -0.3% | -1.9% |
| 3M | -35.3% | +31.0% | -66.2% | -43.7% |
| 6M | -42.8% | +72.2% | -114.9% | -57.3% |
| YTD | -59.7% | +56.2% | -115.8% | -70.0% |
| 1Y | -55.4% | +90.3% | -145.7% | -68.1% |
| All | -55.4% | +84.8% | -140.1% | -68.1% |
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