+279.2%
ZETA vs APTV
-54.7%
+333.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | +0.3% |
| 7D | -2.4% | +2.0% | -4.4% | -3.4% |
| 30D | +15.6% | -7.7% | +23.3% | +19.7% |
| 3M | +41.5% | -34.0% | +75.5% | +69.2% |
| 6M | +63.4% | -37.1% | +100.5% | +98.7% |
| YTD | +51.3% | -39.9% | +91.2% | +89.0% |
| 1Y | +65.8% | -44.4% | +110.2% | +116.7% |
| 3Y | +279.2% | -54.5% | +333.7% | +384.0% |
| All | +279.2% | -54.7% | +333.9% | +384.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling