+531.5%
RKLB vs ZM
-76.3%
+607.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -5.0% |
| 7D | +15.9% | +11.0% | +4.9% | +10.1% |
| 30D | +4.0% | +5.6% | -1.7% | +1.4% |
| 3M | -23.2% | -9.1% | -14.0% | -19.8% |
| 6M | -50.4% | -2.6% | -47.9% | -51.1% |
| YTD | -11.8% | +15.7% | -27.5% | -24.0% |
| 1Y | +36.0% | +18.8% | +17.2% | +15.7% |
| 3Y | +1,321.0% | +62.2% | +1,258.8% | +903.8% |
| 5Y | +328.2% | -60.9% | +389.0% | +436.9% |
| All | +531.5% | -76.3% | +607.8% | +781.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling