+348.6%
ZETA vs AXON
+44.5%
+304.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.4% | -2.6% |
| 7D | +18.1% | +0.8% | +17.3% | +17.7% |
| 30D | +13.6% | -22.8% | +36.3% | +23.1% |
| 3M | +23.7% | -48.8% | +72.5% | +55.1% |
| 6M | +128.5% | -16.3% | +144.8% | +137.6% |
| YTD | +80.1% | -44.5% | +124.6% | +112.1% |
| 1Y | +98.0% | -43.4% | +141.4% | +131.9% |
| 3Y | +348.6% | +44.3% | +304.3% | +277.3% |
| All | +348.6% | +44.5% | +304.1% | +277.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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