+39.4%
RKT vs ZM
+34.4%
+5.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | -2.4% | -10.3% | +7.9% | +1.3% |
| 3M | +1.9% | -0.7% | +2.6% | +1.9% |
| 6M | -13.9% | +24.8% | -38.7% | -22.9% |
| YTD | -30.6% | +11.5% | -42.1% | -35.7% |
| 1Y | -34.4% | +12.3% | -46.7% | -39.6% |
| All | +39.4% | +34.4% | +5.0% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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