+536.2%
AXTI vs ZETA
+235.0%
+301.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.3% |
| 7D | +5.1% | -3.7% | +8.8% | +5.8% |
| 30D | -17.5% | +5.7% | -23.2% | -18.7% |
| 3M | -26.7% | +50.4% | -77.1% | -33.2% |
| 6M | +36.8% | +65.5% | -28.7% | +20.4% |
| YTD | +296.1% | +48.3% | +247.8% | +254.1% |
| 1Y | +1,810.6% | +45.4% | +1,765.2% | +1,617.0% |
| 3Y | +2,587.6% | +270.8% | +2,316.8% | +1,738.7% |
| 5Y | +601.7% | +336.1% | +265.6% | +332.2% |
| All | +536.2% | +235.0% | +301.3% | +346.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling