+546.0%
RKLB vs ZTS
-52.8%
+598.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -3.7% | +1.7% | -0.7% |
| 30D | -22.4% | -0.8% | -21.7% | -22.5% |
| 3M | -45.2% | -9.7% | -35.4% | -43.7% |
| 6M | -12.5% | -38.4% | +25.9% | +6.9% |
| YTD | -9.8% | -41.1% | +31.3% | +12.2% |
| 1Y | +30.0% | -50.6% | +80.6% | +76.4% |
| 3Y | +942.2% | -59.1% | +1,001.4% | +1,424.8% |
| 5Y | +236.8% | -62.7% | +299.5% | +396.5% |
| All | +546.0% | -52.8% | +598.9% | +663.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 10y: compounded portfolio wealth divided by compounded ZTS 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…
10y analysis · Full analysis span regression · 6 months rolling