+510.8%
RKLB vs ZETA
+247.9%
+262.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.8% |
| 7D | -0.2% | +2.7% | -2.9% | -1.1% |
| 30D | -14.1% | +15.8% | -29.9% | -17.9% |
| 3M | -46.4% | +35.4% | -81.8% | -51.3% |
| 6M | -10.6% | +67.1% | -77.7% | -24.5% |
| YTD | -7.9% | +54.1% | -61.9% | -21.1% |
| 1Y | +49.5% | +67.8% | -18.3% | +23.9% |
| 3Y | +913.6% | +311.4% | +602.1% | +405.4% |
| 5Y | +375.3% | +324.8% | +50.5% | +132.8% |
| All | +510.8% | +247.9% | +262.9% | +199.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling