+80.1%
ZETA vs AFRM
+0.5%
+79.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.5% | +6.0% |
| 7D | -0.4% | -7.3% | +6.8% | +2.1% |
| 30D | -8.0% | -9.6% | +1.5% | -5.1% |
| 3M | +21.4% | -11.1% | +32.5% | +25.8% |
| 6M | +80.1% | +3.9% | +76.2% | +82.4% |
| All | +80.1% | +0.5% | +79.6% | +82.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling