+282.0%
ZETA vs APTV
-77.2%
+359.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.8% |
| 7D | +18.8% | -8.9% | +27.7% | +24.9% |
| 30D | +12.6% | -9.5% | +22.1% | +18.5% |
| 3M | +29.5% | -20.6% | +50.0% | +45.8% |
| 6M | +128.6% | -28.9% | +157.5% | +162.9% |
| YTD | +85.5% | -48.2% | +133.7% | +157.9% |
| 1Y | +90.6% | -51.7% | +142.3% | +177.3% |
| 3Y | +358.0% | -48.1% | +406.1% | +507.8% |
| 5Y | +282.0% | -76.7% | +358.7% | +710.4% |
| All | +282.0% | -77.2% | +359.2% | +710.4% |
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