+76.3%
ZETA vs KEY
+22.3%
+54.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.3% | +8.5% | +8.4% |
| 7D | +13.2% | +0.5% | +12.7% | +13.0% |
| 30D | +6.0% | +6.9% | -0.9% | +1.6% |
| 3M | +27.3% | -5.0% | +32.3% | +31.9% |
| 6M | +104.6% | +0.7% | +103.9% | +100.6% |
| YTD | +72.3% | +6.5% | +65.9% | +59.1% |
| 1Y | +76.3% | +22.6% | +53.7% | +33.6% |
| All | +76.3% | +22.3% | +54.0% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling