+47.8%
ZETA vs AON
+0.8%
+47.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.2% |
| 7D | -10.0% | +7.3% | -17.3% | -12.4% |
| 30D | -10.6% | +26.0% | -36.6% | -18.9% |
| 3M | +8.9% | -4.1% | +12.9% | +11.4% |
| 6M | +65.1% | +10.0% | +55.1% | +55.3% |
| YTD | +44.8% | -1.7% | +46.5% | +40.2% |
| 1Y | +47.8% | +1.5% | +46.2% | +42.2% |
| All | +47.8% | +0.8% | +47.0% | +42.2% |
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