+361.9%
ZETA vs AVAV
+1.8%
+360.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.7% | +6.9% | +7.5% |
| 7D | +18.8% | +9.9% | +8.9% | +16.1% |
| 30D | +12.6% | -5.4% | +18.0% | +13.4% |
| 3M | +29.5% | -36.5% | +66.0% | +41.5% |
| 6M | +128.6% | -25.3% | +153.9% | +136.8% |
| YTD | +85.5% | -48.6% | +134.0% | +103.7% |
| 1Y | +90.6% | -62.1% | +152.7% | +122.5% |
| All | +361.9% | +1.8% | +360.2% | +314.7% |
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