+67.8%
ZETA vs AMP
+11.4%
+56.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.2% |
| 7D | +2.7% | +0.2% | +2.4% | +2.4% |
| 30D | +15.8% | -0.1% | +15.9% | +15.9% |
| 3M | +35.4% | +23.6% | +11.9% | +8.3% |
| 6M | +67.1% | +20.4% | +46.8% | +37.7% |
| YTD | +54.1% | +15.4% | +38.6% | +28.7% |
| 1Y | +67.8% | +11.0% | +56.9% | +42.6% |
| All | +67.8% | +11.4% | +56.5% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1y: compounded portfolio wealth divided by compounded AMP 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…
1y analysis · Full analysis span regression · 6 months rolling