+281.7%
ZETA vs AVAV
-5.8%
+287.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +10.5% | -5.2% | +3.0% |
| 7D | -0.4% | -10.6% | +10.1% | +1.8% |
| 30D | -8.0% | -18.8% | +10.8% | -4.1% |
| 3M | +21.4% | -34.1% | +55.5% | +31.9% |
| 6M | +80.1% | -35.3% | +115.4% | +92.9% |
| YTD | +52.5% | -53.4% | +105.9% | +71.4% |
| 1Y | +58.5% | -65.6% | +124.1% | +89.4% |
| 3Y | +281.7% | -5.1% | +286.7% | +220.7% |
| All | +281.7% | -5.8% | +287.5% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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