+220.4%
ZETA vs AHR
+364.8%
-144.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.4% | -3.4% | +1.0% | -1.8% |
| 30D | +15.6% | -3.8% | +19.3% | +16.2% |
| 3M | +41.5% | +20.1% | +21.4% | +36.2% |
| 6M | +63.4% | +7.1% | +56.3% | +60.7% |
| YTD | +51.3% | +17.2% | +34.1% | +43.9% |
| 1Y | +65.8% | +30.4% | +35.4% | +50.2% |
| All | +220.4% | +364.8% | -144.4% | +87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling