+601.0%
AXTI vs ZETA
+352.7%
+248.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.5% | -6.6% | -6.2% |
| 7D | +15.1% | -6.5% | +21.6% | +16.4% |
| 30D | -12.3% | +4.8% | -17.1% | -13.5% |
| 3M | -24.1% | +53.3% | -77.5% | -31.2% |
| 6M | +46.0% | +66.8% | -20.8% | +28.2% |
| YTD | +295.7% | +50.2% | +245.5% | +252.5% |
| 1Y | +1,825.6% | +62.0% | +1,763.6% | +1,594.1% |
| 3Y | +2,630.0% | +276.4% | +2,353.6% | +1,749.5% |
| 5Y | +601.0% | +341.6% | +259.4% | +327.9% |
| All | +601.0% | +352.7% | +248.2% | +327.9% |
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