+275.4%
ZETA vs AON
-5.9%
+281.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | 0.0% |
| 7D | -6.5% | -5.9% | -0.6% | -3.8% |
| 30D | +4.8% | -13.7% | +18.5% | +11.9% |
| 3M | +53.3% | -8.3% | +61.6% | +58.2% |
| 6M | +66.8% | -3.6% | +70.4% | +67.6% |
| YTD | +50.2% | -12.4% | +62.5% | +57.4% |
| 1Y | +62.0% | -14.6% | +76.7% | +71.7% |
| All | +275.4% | -5.9% | +281.4% | +271.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling