-10.4%
RKT vs ZS
-31.8%
+21.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.3% | +9.0% | +8.7% |
| 7D | +29.7% | -12.3% | +42.0% | +30.8% |
| 30D | +28.5% | +11.2% | +17.3% | +27.1% |
| 3M | +6.4% | +37.5% | -31.1% | +3.0% |
| 6M | +7.1% | +57.8% | -50.7% | +1.1% |
| YTD | -22.5% | -0.2% | -22.3% | -19.1% |
| 1Y | -10.4% | -31.6% | +21.2% | +9.9% |
| All | -10.4% | -31.8% | +21.4% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 1y: compounded portfolio wealth divided by compounded ZS 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…
1y analysis · Full analysis span regression · 6 months rolling