-7.4%
RKT vs ZETA
+125.9%
-133.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.8% | -4.8% |
| 7D | -7.5% | +26.5% | -34.0% | -11.8% |
| 30D | +26.6% | +10.3% | +16.3% | +24.0% |
| 3M | -2.4% | +30.5% | -33.0% | -8.5% |
| 6M | -7.4% | +129.4% | -136.7% | -21.9% |
| All | -7.4% | +125.9% | -133.2% | -21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling