+293.1%
ZETA vs AFRM
-55.6%
+348.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.3% |
| 7D | +26.5% | -5.5% | +32.0% | +28.7% |
| 30D | +10.3% | -15.5% | +25.7% | +16.2% |
| 3M | +30.5% | -10.3% | +40.8% | +33.9% |
| 6M | +129.4% | +0.6% | +128.7% | +125.2% |
| YTD | +83.1% | -11.5% | +94.7% | +86.7% |
| 1Y | +82.1% | -16.6% | +98.7% | +89.0% |
| 3Y | +352.3% | +193.5% | +158.8% | +187.2% |
| 5Y | +293.1% | -55.8% | +349.0% | +305.1% |
| All | +293.1% | -55.6% | +348.7% | +305.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling