+239.5%
ZETA vs AMP
+128.8%
+110.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.9% |
| 7D | -3.7% | -0.5% | -3.2% | -3.3% |
| 30D | +5.7% | -1.3% | +7.0% | +7.0% |
| 3M | +50.4% | +24.2% | +26.3% | +22.7% |
| 6M | +65.5% | +24.6% | +40.9% | +34.6% |
| YTD | +48.3% | +14.8% | +33.5% | +29.8% |
| 1Y | +45.4% | +12.8% | +32.6% | +30.2% |
| 3Y | +270.8% | +69.0% | +201.8% | +130.9% |
| 5Y | +336.1% | +124.9% | +211.3% | +105.5% |
| All | +239.5% | +128.8% | +110.7% | +59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling