-27.1%
RKT vs ZBRA
+22.9%
-49.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | -6.3% | -3.4% | -2.8% | -4.8% |
| 30D | -6.2% | -7.4% | +1.2% | -3.0% |
| 3M | -1.9% | +57.5% | -59.4% | -21.7% |
| 6M | -13.0% | +64.0% | -77.0% | -32.4% |
| YTD | -31.9% | +44.3% | -76.2% | -44.5% |
| 1Y | -37.6% | +10.9% | -48.4% | -42.8% |
| 3Y | +36.8% | +37.5% | -0.7% | +5.0% |
| 5Y | -9.7% | -39.7% | +29.9% | -5.2% |
| All | -27.1% | +22.9% | -49.9% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling