+67.8%
ZETA vs AFRM
-15.0%
+82.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.4% | -2.8% |
| 7D | +2.7% | -7.0% | +9.6% | +6.0% |
| 30D | +15.8% | -7.8% | +23.6% | +20.0% |
| 3M | +35.4% | +5.3% | +30.1% | +30.3% |
| 6M | +67.1% | +42.6% | +24.5% | +34.3% |
| YTD | +54.1% | -2.8% | +56.8% | +48.2% |
| 1Y | +67.8% | -19.3% | +87.1% | +62.2% |
| All | +67.8% | -15.0% | +82.8% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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