+319.2%
ZETA vs RBA
+78.7%
+240.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.6% |
| 7D | +26.5% | -0.5% | +27.0% | +26.7% |
| 30D | +10.3% | +6.8% | +3.4% | +6.9% |
| 3M | +30.5% | +9.5% | +21.1% | +24.9% |
| 6M | +129.4% | -8.2% | +137.6% | +132.1% |
| YTD | +83.1% | -7.7% | +90.9% | +85.1% |
| 1Y | +82.1% | -6.9% | +89.0% | +83.5% |
| 3Y | +352.3% | +61.6% | +290.7% | +258.2% |
| 5Y | +293.1% | +44.7% | +248.4% | +194.7% |
| All | +319.2% | +78.7% | +240.5% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling