+308.8%
RKLB vs ZCMD
-100.0%
+408.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.0% | +8.6% | +1.7% |
| 7D | -2.0% | -5.4% | +3.4% | -1.9% |
| 30D | -22.4% | -24.8% | +2.3% | -22.1% |
| 3M | -45.2% | -62.8% | +17.6% | -45.6% |
| 6M | -12.5% | -99.5% | +87.0% | -8.9% |
| YTD | -9.8% | -99.8% | +90.0% | -4.8% |
| 1Y | +30.0% | -99.9% | +129.9% | +39.1% |
| 3Y | +942.2% | -100.0% | +1,042.2% | +1,123.5% |
| All | +308.8% | -100.0% | +408.8% | +395.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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