+330.6%
RKLB vs ZS
-45.5%
+376.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.8% |
| 7D | +15.9% | -2.6% | +18.6% | +17.2% |
| 30D | +4.0% | -12.8% | +16.8% | +10.2% |
| 3M | -23.2% | +2.3% | -25.5% | -25.2% |
| 6M | -50.4% | +26.3% | -76.7% | -59.2% |
| YTD | -11.8% | -14.4% | +2.6% | -14.3% |
| 1Y | +36.0% | -37.6% | +73.6% | +55.6% |
| 3Y | +1,321.0% | +8.0% | +1,313.0% | +1,082.5% |
| All | +330.6% | -45.5% | +376.0% | +331.5% |
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