-7.4%
RKLB vs ZM
+8.0%
-15.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -10.6% | -8.4% | -2.2% | -9.9% |
| 30D | -28.3% | -1.9% | -26.4% | -27.9% |
| 3M | -29.7% | -10.1% | -19.6% | -29.2% |
| 6M | -34.8% | -13.9% | -20.9% | -34.1% |
| YTD | -24.9% | +6.4% | -31.4% | -26.9% |
| 1Y | -7.4% | +9.6% | -17.0% | -10.6% |
| All | -7.4% | +8.0% | -15.5% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 1y: compounded portfolio wealth divided by compounded ZM 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…
1y analysis · Full analysis span regression · 6 months rolling