+312.3%
ZETA vs APTV
-75.7%
+388.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +18.1% | -1.7% | +19.9% | +19.2% |
| 30D | +13.6% | -11.6% | +25.2% | +20.9% |
| 3M | +23.7% | -21.2% | +44.9% | +39.6% |
| 6M | +128.5% | -28.5% | +157.0% | +161.2% |
| YTD | +80.1% | -49.1% | +129.2% | +151.2% |
| 1Y | +98.0% | -52.2% | +150.2% | +187.1% |
| 3Y | +348.6% | -48.6% | +397.2% | +496.1% |
| 5Y | +286.6% | -77.3% | +363.9% | +671.5% |
| All | +312.3% | -75.7% | +388.0% | +677.2% |
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