+98.0%
ZETA vs VIK
+47.3%
+50.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | +18.1% | +2.7% | +15.4% | +16.9% |
| 30D | +13.6% | +8.8% | +4.8% | +10.1% |
| 3M | +23.7% | -15.3% | +39.0% | +31.7% |
| 6M | +128.5% | +9.4% | +119.1% | +115.5% |
| YTD | +80.1% | +25.9% | +54.2% | +59.2% |
| 1Y | +98.0% | +51.0% | +47.0% | +57.1% |
| All | +98.0% | +47.3% | +50.7% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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