+498.4%
RKLB vs ZETA
+235.0%
+263.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | -2.0% | -3.7% | +1.7% | -1.0% |
| 30D | -22.4% | +5.7% | -28.2% | -23.9% |
| 3M | -45.2% | +50.4% | -95.6% | -51.7% |
| 6M | -12.5% | +65.5% | -78.0% | -25.9% |
| YTD | -9.8% | +48.3% | -58.1% | -21.9% |
| 1Y | +30.0% | +45.4% | -15.4% | +12.2% |
| 3Y | +942.2% | +270.8% | +671.5% | +437.9% |
| 5Y | +236.8% | +336.1% | -99.3% | +65.6% |
| All | +498.4% | +235.0% | +263.4% | +196.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 10y: compounded portfolio wealth divided by compounded ZETA 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…
10y analysis · Full analysis span regression · 6 months rolling