-7.4%
RKLB vs ZS
-31.8%
+24.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | -10.6% | -12.3% | +1.6% | -9.0% |
| 30D | -28.3% | +11.2% | -39.5% | -29.1% |
| 3M | -29.7% | +37.5% | -67.2% | -32.2% |
| 6M | -34.8% | +57.8% | -92.6% | -41.4% |
| YTD | -24.9% | -0.2% | -24.7% | -13.4% |
| 1Y | -7.4% | -31.6% | +24.2% | +33.0% |
| All | -7.4% | -31.8% | +24.4% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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