+301.6%
ZETA vs AXON
+78.3%
+223.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.1% |
| 7D | +26.5% | -19.7% | +46.2% | +37.5% |
| 30D | +10.3% | -25.7% | +36.0% | +24.2% |
| 3M | +30.5% | -48.8% | +79.3% | +73.3% |
| 6M | +129.4% | -22.0% | +151.3% | +145.5% |
| YTD | +83.1% | -45.9% | +129.1% | +129.1% |
| 1Y | +82.1% | -46.1% | +128.1% | +128.2% |
| 3Y | +352.3% | +40.9% | +311.4% | +186.2% |
| All | +301.6% | +78.3% | +223.3% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling