+67.8%
ZETA vs KVUE
-4.3%
+72.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.0% |
| 7D | +2.7% | -2.2% | +4.9% | +2.8% |
| 30D | +15.8% | -3.7% | +19.5% | +16.1% |
| 3M | +35.4% | +12.3% | +23.2% | +35.1% |
| 6M | +67.1% | +5.4% | +61.7% | +67.1% |
| YTD | +54.1% | +12.4% | +41.6% | +53.0% |
| 1Y | +67.8% | -4.4% | +72.2% | +69.8% |
| All | +67.8% | -4.3% | +72.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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