+559.5%
RKLB vs ZTS
-51.0%
+610.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -0.2% | -2.0% | +1.8% | +0.5% |
| 30D | -14.1% | +1.9% | -16.0% | -15.4% |
| 3M | -46.4% | -4.0% | -42.4% | -46.4% |
| 6M | -10.6% | -39.1% | +28.5% | +10.6% |
| YTD | -7.9% | -38.8% | +30.9% | +13.0% |
| 1Y | +49.5% | -49.6% | +99.0% | +102.1% |
| 3Y | +913.6% | -59.0% | +972.5% | +1,399.4% |
| 5Y | +375.3% | -61.8% | +437.1% | +593.1% |
| All | +559.5% | -51.0% | +610.5% | +669.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling