+67.8%
ZETA vs APTV
-39.9%
+107.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.1% | -7.1% | -5.4% |
| 7D | +2.7% | +4.8% | -2.2% | +0.4% |
| 30D | +15.8% | +2.0% | +13.8% | +14.8% |
| 3M | +35.4% | -34.2% | +69.7% | +67.6% |
| 6M | +67.1% | -34.7% | +101.8% | +113.5% |
| YTD | +54.1% | -37.0% | +91.0% | +99.3% |
| 1Y | +67.8% | -40.4% | +108.2% | +132.6% |
| All | +67.8% | -39.9% | +107.7% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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