+14.9%
RIVN vs ZETA
+68.7%
-53.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +0.4% |
| 7D | -2.1% | +2.7% | -4.7% | -3.2% |
| 30D | +1.2% | +15.8% | -14.7% | -4.6% |
| 3M | -13.1% | +35.4% | -48.6% | -23.5% |
| 6M | +5.5% | +67.1% | -61.6% | -15.6% |
| YTD | -20.1% | +54.1% | -74.2% | -35.2% |
| 1Y | +14.9% | +67.8% | -52.9% | -16.6% |
| All | +14.9% | +68.7% | -53.8% | -16.6% |
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