+330.6%
RKLB vs ZM
-60.9%
+391.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -5.1% |
| 7D | +15.9% | +11.0% | +4.9% | +9.5% |
| 30D | +4.0% | +5.6% | -1.7% | +1.1% |
| 3M | -23.2% | -9.1% | -14.0% | -19.5% |
| 6M | -50.4% | -2.6% | -47.9% | -51.3% |
| YTD | -11.8% | +15.7% | -27.5% | -25.6% |
| 1Y | +36.0% | +18.8% | +17.2% | +13.0% |
| 3Y | +1,321.0% | +62.2% | +1,258.8% | +844.7% |
| All | +330.6% | -60.9% | +391.4% | +554.3% |
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