+925.8%
RKLB vs ZS
+0.7%
+925.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.2% |
| 7D | -2.9% | -8.1% | +5.2% | -0.2% |
| 30D | -22.6% | -8.4% | -14.1% | -20.6% |
| 3M | -41.0% | +31.1% | -72.1% | -47.0% |
| 6M | -10.1% | +4.4% | -14.5% | -18.9% |
| YTD | -11.2% | -27.3% | +16.1% | -3.4% |
| 1Y | +34.2% | -41.4% | +75.6% | +64.9% |
| All | +925.8% | +0.7% | +925.1% | +750.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling