+270.8%
ZETA vs KVUE
-9.0%
+279.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -3.7% | -5.1% | +1.4% | -2.9% |
| 30D | +5.7% | -6.3% | +12.0% | +6.8% |
| 3M | +50.4% | -0.5% | +51.0% | +50.7% |
| 6M | +65.5% | +3.1% | +62.4% | +64.7% |
| YTD | +48.3% | +6.7% | +41.6% | +46.3% |
| 1Y | +45.4% | -1.1% | +46.5% | +46.0% |
| 3Y | +270.8% | -8.7% | +279.5% | +266.1% |
| All | +270.8% | -9.0% | +279.8% | +266.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling