+76.3%
ZETA vs APA
+91.9%
-15.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +8.3% |
| 7D | +13.2% | -5.5% | +18.8% | +12.5% |
| 30D | +6.0% | -1.2% | +7.1% | +6.0% |
| 3M | +27.3% | +10.6% | +16.8% | +29.3% |
| 6M | +104.6% | +28.4% | +76.2% | +113.7% |
| YTD | +72.3% | +89.7% | -17.4% | +83.9% |
| 1Y | +76.3% | +90.6% | -14.3% | +87.8% |
| All | +76.3% | +91.9% | -15.5% | +87.8% |
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