+204.4%
RKLB vs ZTS
-63.0%
+267.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.1% |
| 7D | 0.0% | -3.8% | +3.7% | +1.3% |
| 30D | -21.2% | -2.0% | -19.2% | -20.9% |
| 3M | -41.7% | -10.2% | -31.5% | -40.0% |
| 6M | -11.8% | -39.4% | +27.6% | +9.4% |
| YTD | -9.6% | -40.8% | +31.2% | +12.9% |
| 1Y | +34.1% | -50.1% | +84.2% | +82.9% |
| 3Y | +917.3% | -58.9% | +976.1% | +1,402.2% |
| 5Y | +204.4% | -62.4% | +266.8% | +348.2% |
| All | +204.4% | -63.0% | +267.4% | +348.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling