+36.9%
RKT vs ZBRA
+33.4%
+3.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -7.2% | -3.8% | -3.5% | -5.9% |
| 30D | -7.9% | -10.2% | +2.3% | -4.1% |
| 3M | +5.2% | +58.7% | -53.5% | -13.5% |
| 6M | -14.9% | +61.9% | -76.8% | -31.0% |
| YTD | -31.9% | +41.7% | -73.5% | -42.4% |
| 1Y | -36.9% | +12.4% | -49.2% | -41.7% |
| All | +36.9% | +33.4% | +3.5% | -11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling