+67.8%
ZETA vs APA
+94.6%
-26.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -4.3% |
| 7D | +2.7% | +0.5% | +2.1% | +2.7% |
| 30D | +15.8% | +23.4% | -7.6% | +17.8% |
| 3M | +35.4% | +12.7% | +22.7% | +37.5% |
| 6M | +67.1% | +39.4% | +27.7% | +68.4% |
| YTD | +54.1% | +79.0% | -24.9% | +54.3% |
| 1Y | +67.8% | +88.8% | -21.0% | +68.8% |
| All | +67.8% | +94.6% | -26.8% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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