+324.5%
ZETA vs AMBA
-35.3%
+359.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +3.5% | +4.1% | +6.4% |
| 7D | +18.8% | +2.6% | +16.2% | +17.8% |
| 30D | +12.6% | -3.6% | +16.2% | +14.1% |
| 3M | +29.5% | -24.6% | +54.1% | +41.3% |
| 6M | +128.6% | -21.6% | +150.2% | +128.8% |
| YTD | +85.5% | -11.8% | +97.2% | +74.3% |
| 1Y | +90.6% | -33.2% | +123.8% | +98.2% |
| 3Y | +358.0% | +24.5% | +333.5% | +236.2% |
| 5Y | +282.0% | -67.7% | +349.6% | +321.8% |
| All | +324.5% | -35.3% | +359.8% | +327.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling