+62.0%
ZETA vs APTV
-44.1%
+106.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.7% |
| 7D | -6.5% | -1.8% | -4.7% | -5.9% |
| 30D | +4.8% | -7.9% | +12.8% | +8.7% |
| 3M | +53.3% | -29.9% | +83.3% | +79.9% |
| 6M | +66.8% | -36.6% | +103.4% | +114.4% |
| YTD | +50.2% | -40.0% | +90.1% | +98.5% |
| 1Y | +62.0% | -44.0% | +106.1% | +140.3% |
| All | +62.0% | -44.1% | +106.1% | +140.3% |
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