+67.8%
ZETA vs AON
-13.5%
+81.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.5% |
| 7D | +2.7% | -9.1% | +11.7% | +6.8% |
| 30D | +15.8% | -10.2% | +26.1% | +21.2% |
| 3M | +35.4% | +0.5% | +34.9% | +32.4% |
| 6M | +67.1% | -4.8% | +71.9% | +66.8% |
| YTD | +54.1% | -8.0% | +62.0% | +54.4% |
| 1Y | +67.8% | -13.1% | +80.9% | +74.8% |
| All | +67.8% | -13.5% | +81.4% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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