+252.6%
ZETA vs AXON
+247.1%
+5.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -2.2% |
| 7D | +2.7% | -14.2% | +16.8% | +9.7% |
| 30D | +15.8% | -15.4% | +31.2% | +23.8% |
| 3M | +35.4% | +0.5% | +34.9% | +32.8% |
| 6M | +67.1% | -9.5% | +76.6% | +70.2% |
| YTD | +54.1% | -9.2% | +63.3% | +55.3% |
| 1Y | +67.8% | -29.4% | +97.2% | +86.6% |
| 3Y | +311.4% | +139.4% | +172.0% | +120.3% |
| 5Y | +324.8% | +178.9% | +145.9% | +41.8% |
| All | +252.6% | +247.1% | +5.5% | +12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling