-9.7%
RKT vs ZM
-67.1%
+57.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.6% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | -2.4% | -10.3% | +7.9% | +1.8% |
| 3M | +1.9% | -0.7% | +2.6% | +1.8% |
| 6M | -13.9% | +24.8% | -38.7% | -23.4% |
| YTD | -30.6% | +11.5% | -42.1% | -36.1% |
| 1Y | -34.4% | +12.3% | -46.7% | -39.8% |
| 3Y | +38.2% | +33.5% | +4.7% | +14.6% |
| 5Y | -9.7% | -67.5% | +57.8% | +2.3% |
| All | -9.7% | -67.1% | +57.4% | +2.3% |
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