+36.0%
RKLB vs ZM
+18.3%
+17.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -4.2% |
| 7D | +15.9% | +11.0% | +4.9% | +14.3% |
| 30D | +4.0% | +5.6% | -1.7% | +3.2% |
| 3M | -23.2% | -9.1% | -14.0% | -23.7% |
| 6M | -50.4% | -2.6% | -47.9% | -50.5% |
| YTD | -11.8% | +15.7% | -27.5% | -14.1% |
| 1Y | +36.0% | +18.8% | +17.2% | +31.4% |
| All | +36.0% | +18.3% | +17.7% | +31.4% |
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