+294.9%
ZETA vs AMBA
-69.7%
+364.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.1% | -1.1% |
| 7D | +18.1% | +2.7% | +15.4% | +17.0% |
| 30D | +13.6% | -2.2% | +15.8% | +14.5% |
| 3M | +23.7% | -26.6% | +50.4% | +37.0% |
| 6M | +128.5% | -26.8% | +155.3% | +134.7% |
| YTD | +80.1% | -15.1% | +95.2% | +70.6% |
| 1Y | +98.0% | -32.3% | +130.3% | +103.7% |
| 3Y | +348.6% | +19.8% | +328.8% | +221.9% |
| All | +294.9% | -69.7% | +364.6% | +366.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling