+81.3%
RKT vs ZBH
-0.3%
+81.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.6% |
| 7D | -9.0% | -2.3% | -6.7% | -8.0% |
| 30D | +30.2% | +12.5% | +17.7% | +23.9% |
| 3M | -8.8% | +3.9% | -12.8% | -10.6% |
| 6M | -0.9% | +25.4% | -26.4% | -10.6% |
| YTD | -29.2% | +15.7% | -44.9% | -34.4% |
| 1Y | -20.1% | +15.2% | -35.2% | -25.7% |
| 3Y | +81.3% | +0.3% | +81.0% | +70.4% |
| All | +81.3% | -0.3% | +81.7% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling