+349.3%
ZETA vs APTV
-69.9%
+419.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | +0.3% |
| 7D | -0.1% | -1.2% | +1.1% | +0.5% |
| 30D | +10.5% | -10.6% | +21.1% | +17.4% |
| 3M | +44.3% | -35.0% | +79.3% | +79.6% |
| 6M | +59.4% | -38.9% | +98.3% | +103.2% |
| YTD | +49.5% | -41.5% | +91.0% | +95.7% |
| 1Y | +62.7% | -45.8% | +108.5% | +124.6% |
| 3Y | +274.6% | -55.7% | +330.3% | +457.2% |
| 5Y | +349.3% | -70.1% | +419.4% | +738.0% |
| All | +349.3% | -69.9% | +419.2% | +738.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling