+30.0%
RKLB vs ZM
+13.6%
+16.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | -5.7% | +3.6% | -1.8% |
| 30D | -22.4% | -9.1% | -13.4% | -22.3% |
| 3M | -45.2% | +3.5% | -48.7% | -45.0% |
| 6M | -12.5% | +25.7% | -38.2% | -15.9% |
| YTD | -9.8% | +10.8% | -20.5% | -12.5% |
| 1Y | +30.0% | +12.8% | +17.2% | +26.7% |
| All | +30.0% | +13.6% | +16.3% | +26.7% |
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