+237.5%
RKLB vs ZS
-42.5%
+280.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.8% | -5.3% |
| 7D | 0.0% | -3.8% | +3.8% | +1.4% |
| 30D | -21.2% | -6.0% | -15.2% | -19.7% |
| 3M | -41.7% | +32.0% | -73.7% | -49.1% |
| 6M | -11.8% | +2.1% | -13.9% | -20.6% |
| YTD | -9.6% | -26.2% | +16.6% | -5.5% |
| 1Y | +34.1% | -41.2% | +75.3% | +57.2% |
| 3Y | +917.3% | +3.3% | +913.9% | +767.1% |
| All | +237.5% | -42.5% | +280.0% | +230.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling