+531.5%
RKLB vs ZTS
-45.5%
+576.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.3% |
| 7D | +15.9% | +5.6% | +10.4% | +14.0% |
| 30D | +4.0% | +12.1% | -8.1% | -0.5% |
| 3M | -23.2% | +11.3% | -34.5% | -26.6% |
| 6M | -50.4% | +14.3% | -64.7% | -53.9% |
| YTD | -11.8% | -31.9% | +20.1% | +3.6% |
| 1Y | +36.0% | -29.3% | +65.2% | +55.8% |
| 3Y | +1,321.0% | -48.0% | +1,369.1% | +1,743.4% |
| 5Y | +328.2% | -58.9% | +387.1% | +503.8% |
| All | +531.5% | -45.5% | +576.9% | +605.1% |
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 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