+62.0%
ZETA vs VIK
+31.2%
+30.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | -6.5% | -1.8% | -4.7% | -5.8% |
| 30D | +4.8% | -17.3% | +22.1% | +13.4% |
| 3M | +53.3% | -5.1% | +58.4% | +54.0% |
| 6M | +66.8% | +16.2% | +50.6% | +47.0% |
| YTD | +50.2% | +17.6% | +32.5% | +32.5% |
| 1Y | +62.0% | +33.5% | +28.5% | +30.1% |
| All | +62.0% | +31.2% | +30.8% | +30.1% |
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