+341.6%
ZETA vs AMP
+118.7%
+222.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.2% |
| 7D | -6.5% | -2.0% | -4.4% | -4.6% |
| 30D | +4.8% | -1.7% | +6.5% | +6.5% |
| 3M | +53.3% | +23.2% | +30.1% | +25.4% |
| 6M | +66.8% | +22.2% | +44.6% | +37.5% |
| YTD | +50.2% | +14.0% | +36.2% | +31.9% |
| 1Y | +62.0% | +14.0% | +48.0% | +43.5% |
| 3Y | +276.4% | +67.0% | +209.4% | +132.7% |
| 5Y | +341.6% | +123.2% | +218.4% | +90.8% |
| All | +341.6% | +118.7% | +222.9% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling