-26.6%
RKT vs ZBRA
+18.2%
-44.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.6% |
| 7D | +2.1% | +1.8% | +0.3% | +1.6% |
| 30D | +1.4% | -1.7% | +3.1% | +2.0% |
| 3M | +6.3% | +47.8% | -41.5% | -7.9% |
| 6M | -15.5% | +56.7% | -72.2% | -28.7% |
| YTD | -27.4% | +49.4% | -76.8% | -38.5% |
| 1Y | -26.6% | +16.5% | -43.1% | -35.3% |
| All | -26.6% | +18.2% | -44.7% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling