+576.0%
RKLB vs ZS
+12.9%
+563.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.6% | +7.1% | +4.3% |
| 7D | +5.3% | -9.2% | +14.5% | +9.2% |
| 30D | -20.5% | -4.0% | -16.5% | -19.8% |
| 3M | -42.0% | +25.3% | -67.3% | -47.7% |
| 6M | -6.0% | -1.3% | -4.8% | -13.3% |
| YTD | -5.6% | -28.0% | +22.4% | -0.6% |
| 1Y | +38.0% | -42.5% | +80.5% | +61.1% |
| 3Y | +962.4% | +0.7% | +961.7% | +839.0% |
| 5Y | +336.5% | -42.3% | +378.8% | +334.6% |
| All | +576.0% | +12.9% | +563.1% | +549.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling