+98.0%
ZETA vs KMX
+55.6%
+42.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.9% |
| 7D | +18.1% | +3.4% | +14.7% | +17.4% |
| 30D | +13.6% | +6.8% | +6.7% | +12.0% |
| 3M | +23.7% | -11.4% | +35.1% | +25.8% |
| 6M | +128.5% | +43.6% | +84.9% | +99.6% |
| YTD | +80.1% | +37.7% | +42.4% | +50.8% |
| 1Y | +98.0% | +53.0% | +45.0% | +51.5% |
| All | +98.0% | +55.6% | +42.4% | +51.5% |
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