+155.0%
ASX vs ZETA
+91.3%
+63.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +7.6% | -1.0% | +5.7% |
| 7D | +0.8% | +18.8% | -17.9% | -1.0% |
| 30D | -20.4% | +12.6% | -33.1% | -21.6% |
| 3M | -2.1% | +29.5% | -31.6% | -4.0% |
| 6M | +8.2% | +128.6% | -120.4% | +2.9% |
| YTD | +137.3% | +85.5% | +51.8% | +126.2% |
| 1Y | +155.0% | +90.6% | +64.4% | +141.1% |
| All | +155.0% | +91.3% | +63.7% | +141.1% |
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