+72.2%
BKR vs ZETA
+274.1%
-201.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.1% | -6.7% |
| 7D | -6.7% | -6.5% | -0.2% | -6.1% |
| 30D | -8.3% | +4.8% | -13.2% | -8.8% |
| 3M | -5.4% | +53.3% | -58.7% | -9.3% |
| 6M | +0.8% | +66.8% | -66.0% | -4.6% |
| YTD | +31.8% | +50.2% | -18.3% | +25.4% |
| 1Y | +28.6% | +62.0% | -33.5% | +20.6% |
| All | +72.2% | +274.1% | -201.8% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling