-33.9%
KWEB vs ZETA
+84.8%
-118.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +4.2% |
| 7D | +5.8% | -5.0% | +10.8% | +6.3% |
| 30D | -1.0% | -3.3% | +2.4% | -0.7% |
| 3M | -15.8% | +31.0% | -46.8% | -18.6% |
| 6M | -14.9% | +72.2% | -87.1% | -20.4% |
| YTD | -28.6% | +56.2% | -84.7% | -33.0% |
| 1Y | -33.9% | +90.3% | -124.2% | -39.4% |
| All | -33.9% | +84.8% | -118.7% | -39.4% |
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 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