+62.0%
ZETA vs KMX
-0.2%
+62.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -6.5% | -3.4% | -3.1% | -5.8% |
| 30D | +4.8% | +4.0% | +0.8% | +3.8% |
| 3M | +53.3% | +24.8% | +28.6% | +44.9% |
| 6M | +66.8% | +43.6% | +23.2% | +49.7% |
| YTD | +50.2% | +56.6% | -6.5% | +32.0% |
| 1Y | +62.0% | +2.2% | +59.8% | +53.9% |
| All | +62.0% | -0.2% | +62.2% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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