-36.9%
RKT vs ZETA
+61.8%
-98.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.9% |
| 7D | -7.2% | -6.5% | -0.8% | -5.6% |
| 30D | -7.9% | +4.8% | -12.7% | -9.2% |
| 3M | +5.2% | +53.3% | -48.2% | -6.3% |
| 6M | -14.9% | +66.8% | -81.7% | -26.6% |
| YTD | -31.9% | +50.2% | -82.0% | -40.4% |
| 1Y | -36.9% | +62.0% | -98.9% | -46.4% |
| All | -36.9% | +61.8% | -98.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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