+49.5%
RKLB vs ZS
-37.1%
+86.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | +1.3% |
| 7D | -0.2% | -7.8% | +7.6% | +0.9% |
| 30D | -14.1% | +5.0% | -19.2% | -14.7% |
| 3M | -46.4% | +25.5% | -72.0% | -48.1% |
| 6M | -10.6% | +8.7% | -19.3% | -14.5% |
| YTD | -7.9% | -24.5% | +16.6% | +5.4% |
| 1Y | +49.5% | -36.7% | +86.2% | +89.0% |
| All | +49.5% | -37.1% | +86.6% | +89.0% |
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