+294.9%
ZETA vs AVAV
+28.1%
+266.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.1% | -0.9% |
| 7D | +18.1% | +4.2% | +13.9% | +16.6% |
| 30D | +13.6% | -2.6% | +16.1% | +13.7% |
| 3M | +23.7% | -38.0% | +61.7% | +39.6% |
| 6M | +128.5% | -27.0% | +155.5% | +140.0% |
| YTD | +80.1% | -51.4% | +131.5% | +106.0% |
| 1Y | +98.0% | -60.2% | +158.2% | +138.9% |
| 3Y | +348.6% | -6.7% | +355.2% | +272.7% |
| All | +294.9% | +28.1% | +266.8% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling