+63.0%
ZETA vs KMB
+13.3%
+49.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.2% | +1.3% | +4.6% |
| 7D | +6.2% | +3.4% | +2.8% | +6.3% |
| 30D | -2.0% | +14.7% | -16.7% | -1.4% |
| 3M | +21.7% | +3.3% | +18.4% | +22.1% |
| 6M | +89.1% | +16.8% | +72.3% | +96.5% |
| YTD | +59.3% | +15.2% | +44.1% | +63.6% |
| All | +63.0% | +13.3% | +49.7% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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