+345.9%
RKLB vs ZTS
-59.3%
+405.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +39.3% | +1.0% | +38.3% | +38.7% |
| 30D | -0.2% | +12.4% | -12.6% | -4.7% |
| 3M | -21.1% | +13.6% | -34.6% | -25.2% |
| 6M | -45.5% | +9.3% | -54.8% | -48.4% |
| YTD | -8.2% | -32.6% | +24.4% | +9.1% |
| 1Y | +28.2% | -30.0% | +58.3% | +48.5% |
| 3Y | +1,366.1% | -48.7% | +1,414.9% | +1,828.7% |
| 5Y | +345.9% | -59.3% | +405.2% | +524.1% |
| All | +345.9% | -59.3% | +405.1% | +524.1% |
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