+252.6%
ZETA vs AVAV
+30.9%
+221.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.3% | -3.6% |
| 7D | +2.7% | -2.2% | +4.9% | +3.3% |
| 30D | +15.8% | -13.9% | +29.7% | +20.4% |
| 3M | +35.4% | -29.2% | +64.7% | +46.1% |
| 6M | +67.1% | -36.1% | +103.2% | +83.6% |
| YTD | +54.1% | -40.2% | +94.3% | +67.9% |
| 1Y | +67.8% | -36.2% | +104.0% | +76.7% |
| 3Y | +311.4% | +47.5% | +263.9% | +195.5% |
| 5Y | +324.8% | +39.3% | +285.5% | +170.8% |
| All | +252.6% | +30.9% | +221.7% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling