+559.5%
RKLB vs ZM
-76.0%
+635.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.5% | -0.9% |
| 7D | -0.2% | +2.9% | -3.1% | -1.6% |
| 30D | -14.1% | +0.7% | -14.8% | -14.7% |
| 3M | -46.4% | -3.7% | -42.7% | -46.0% |
| 6M | -10.6% | +29.9% | -40.5% | -25.4% |
| YTD | -7.9% | +17.4% | -25.3% | -21.2% |
| 1Y | +49.5% | +22.4% | +27.1% | +24.9% |
| 3Y | +913.6% | +41.3% | +872.3% | +674.4% |
| 5Y | +375.3% | -66.0% | +441.3% | +520.8% |
| All | +559.5% | -76.0% | +635.4% | +813.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling