-5.4%
RKT vs ZM
-60.9%
+55.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.8% |
| 7D | -9.0% | +11.0% | -20.0% | -12.8% |
| 30D | +30.2% | +5.6% | +24.6% | +26.6% |
| 3M | -8.8% | -9.1% | +0.3% | -6.1% |
| 6M | -0.9% | -2.6% | +1.6% | -1.9% |
| YTD | -29.2% | +15.7% | -44.8% | -36.2% |
| 1Y | -20.1% | +18.8% | -38.8% | -28.8% |
| 3Y | +81.3% | +62.2% | +19.2% | +37.0% |
| All | -5.4% | -60.9% | +55.5% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling