+231.5%
RKLB vs ZBRA
-40.9%
+272.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.6% |
| 7D | -2.9% | -3.8% | +0.9% | -0.7% |
| 30D | -22.6% | -10.2% | -12.4% | -17.4% |
| 3M | -41.0% | +58.7% | -99.7% | -57.5% |
| 6M | -10.1% | +61.9% | -72.0% | -36.7% |
| YTD | -11.2% | +41.7% | -52.9% | -33.6% |
| 1Y | +34.2% | +12.4% | +21.8% | +18.1% |
| 3Y | +899.4% | +34.2% | +865.2% | +651.3% |
| 5Y | +231.5% | -40.8% | +272.3% | +271.4% |
| All | +231.5% | -40.9% | +272.4% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling