-35.9%
KWEB vs ZETA
+60.9%
-96.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | -5.6% | -3.7% | -1.8% | -5.2% |
| 30D | -10.7% | +5.7% | -16.4% | -11.4% |
| 3M | -7.4% | +50.4% | -57.9% | -12.6% |
| 6M | -19.3% | +65.5% | -84.8% | -24.9% |
| YTD | -27.8% | +48.3% | -76.1% | -32.1% |
| 1Y | -35.9% | +45.4% | -81.3% | -39.3% |
| All | -35.9% | +60.9% | -96.8% | -39.3% |
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