+81.3%
RKT vs ZM
+61.1%
+20.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.7% |
| 7D | -9.0% | +11.0% | -20.0% | -12.0% |
| 30D | +30.2% | +5.6% | +24.6% | +27.3% |
| 3M | -8.8% | -9.1% | +0.3% | -6.6% |
| 6M | -0.9% | -2.6% | +1.6% | -1.4% |
| YTD | -29.2% | +15.7% | -44.8% | -35.2% |
| 1Y | -20.1% | +18.8% | -38.8% | -27.8% |
| 3Y | +81.3% | +62.2% | +19.2% | +39.8% |
| All | +81.3% | +61.1% | +20.3% | +39.8% |
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