+218.0%
ZETA vs AHR
+360.2%
-142.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -6.5% | -3.0% | -3.4% | -6.0% |
| 30D | +4.8% | +2.6% | +2.2% | +4.3% |
| 3M | +53.3% | +16.0% | +37.3% | +48.6% |
| 6M | +66.8% | +3.1% | +63.7% | +65.6% |
| YTD | +50.2% | +16.0% | +34.1% | +43.1% |
| 1Y | +62.0% | +28.0% | +34.1% | +47.6% |
| All | +218.0% | +360.2% | -142.2% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling