+281.7%
ZETA vs KMB
+2.8%
+278.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.1% | +5.4% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | -8.0% | +12.4% | -20.4% | -8.8% |
| 3M | +21.4% | +1.0% | +20.4% | +21.3% |
| 6M | +80.1% | +12.1% | +67.9% | +79.6% |
| YTD | +52.5% | +11.6% | +40.9% | +51.5% |
| 1Y | +58.5% | +13.1% | +45.4% | +57.2% |
| 3Y | +281.7% | +1.6% | +280.1% | +269.4% |
| All | +281.7% | +2.8% | +278.9% | +269.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling