+204.4%
RKLB vs ZETA
+341.5%
-137.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.9% |
| 7D | 0.0% | -0.1% | 0.0% | -0.2% |
| 30D | -21.2% | +10.5% | -31.7% | -23.8% |
| 3M | -41.7% | +44.3% | -86.0% | -48.3% |
| 6M | -11.8% | +59.4% | -71.2% | -25.0% |
| YTD | -9.6% | +49.5% | -59.1% | -22.5% |
| 1Y | +34.1% | +62.7% | -28.6% | +11.2% |
| 3Y | +917.3% | +274.6% | +642.6% | +396.6% |
| 5Y | +204.4% | +349.3% | -144.9% | +36.3% |
| All | +204.4% | +341.5% | -137.1% | +36.3% |
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