+204.4%
RKLB vs ZM
-67.1%
+271.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.1% |
| 7D | 0.0% | +0.3% | -0.4% | -0.4% |
| 30D | -21.2% | -10.3% | -10.9% | -17.0% |
| 3M | -41.7% | -0.7% | -41.1% | -42.5% |
| 6M | -11.8% | +24.8% | -36.6% | -26.6% |
| YTD | -9.6% | +11.5% | -21.1% | -22.2% |
| 1Y | +34.1% | +12.3% | +21.8% | +14.6% |
| 3Y | +917.3% | +33.5% | +883.8% | +666.5% |
| 5Y | +204.4% | -67.5% | +271.9% | +383.1% |
| All | +204.4% | -67.1% | +271.5% | +383.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling