+345.9%
RKLB vs ZETA
+276.5%
+69.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.7% |
| 7D | +39.3% | +26.5% | +12.8% | +29.6% |
| 30D | -0.2% | +10.3% | -10.5% | -2.8% |
| 3M | -21.1% | +30.5% | -51.6% | -27.5% |
| 6M | -45.5% | +129.4% | -174.9% | -59.1% |
| YTD | -8.2% | +83.1% | -91.3% | -26.8% |
| 1Y | +28.2% | +82.1% | -53.9% | +2.3% |
| 3Y | +1,366.1% | +352.3% | +1,013.8% | +515.8% |
| 5Y | +345.9% | +293.1% | +52.7% | +65.4% |
| All | +345.9% | +276.5% | +69.4% | +65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling