+576.0%
RKLB vs ZBH
-31.0%
+607.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.9% | +6.4% | +3.7% |
| 7D | +5.3% | -5.2% | +10.5% | +7.0% |
| 30D | -20.5% | -2.4% | -18.1% | -20.1% |
| 3M | -42.0% | +8.3% | -50.3% | -44.7% |
| 6M | -6.0% | +0.7% | -6.7% | -7.6% |
| YTD | -5.6% | +5.3% | -10.9% | -9.0% |
| 1Y | +38.0% | -9.1% | +47.1% | +40.1% |
| 3Y | +962.4% | -19.7% | +982.1% | +1,026.2% |
| 5Y | +336.5% | -31.3% | +367.8% | +346.3% |
| All | +576.0% | -31.0% | +607.1% | +600.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 all: compounded portfolio wealth divided by compounded ZBH 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…
all analysis · Full analysis span regression · 6 months rolling