+65.8%
ZETA vs AFRM
-17.6%
+83.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -2.4% | +3.1% | -5.5% | -4.1% |
| 30D | +15.6% | -4.2% | +19.8% | +17.4% |
| 3M | +41.5% | +10.1% | +31.4% | +33.0% |
| 6M | +63.4% | +39.4% | +24.0% | +32.9% |
| YTD | +51.3% | -3.2% | +54.5% | +45.8% |
| 1Y | +65.8% | -16.1% | +81.9% | +61.1% |
| All | +65.8% | -17.6% | +83.4% | +61.1% |
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