+90.6%
ZETA vs AFRM
-11.9%
+102.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.9% | +4.7% | +6.2% |
| 7D | +18.8% | -10.3% | +29.0% | +25.2% |
| 30D | +12.6% | -13.7% | +26.3% | +20.7% |
| 3M | +29.5% | -11.6% | +41.0% | +35.5% |
| 6M | +128.6% | +2.1% | +126.5% | +117.7% |
| YTD | +85.5% | -8.9% | +94.3% | +83.1% |
| 1Y | +90.6% | -9.7% | +100.3% | +92.0% |
| All | +90.6% | -11.9% | +102.5% | +92.0% |
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