+239.5%
ZETA vs AON
+27.5%
+212.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.4% | -0.2% |
| 7D | -3.7% | -6.3% | +2.6% | +0.2% |
| 30D | +5.7% | -14.1% | +19.8% | +15.4% |
| 3M | +50.4% | -9.5% | +59.9% | +58.3% |
| 6M | +65.5% | -4.0% | +69.5% | +67.1% |
| YTD | +48.3% | -13.8% | +62.1% | +60.0% |
| 1Y | +45.4% | -18.3% | +63.7% | +61.9% |
| 3Y | +270.8% | -7.2% | +277.9% | +271.9% |
| 5Y | +336.1% | +7.3% | +328.8% | +257.9% |
| All | +239.5% | +27.5% | +212.0% | +168.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling