+239.5%
ZETA vs APTV
-71.5%
+311.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -3.7% | -5.0% | +1.3% | -1.1% |
| 30D | +5.7% | -6.1% | +11.8% | +9.2% |
| 3M | +50.4% | -33.0% | +83.4% | +83.4% |
| 6M | +65.5% | -35.2% | +100.7% | +103.0% |
| YTD | +48.3% | -40.1% | +88.5% | +90.9% |
| 1Y | +45.4% | -45.6% | +91.0% | +99.1% |
| 3Y | +270.8% | -54.4% | +325.1% | +437.3% |
| 5Y | +336.1% | -68.9% | +405.0% | +667.3% |
| All | +239.5% | -71.5% | +311.0% | +490.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling