-24.1%
RKT vs ZS
+41.7%
-65.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -9.0% | -2.6% | -6.3% | -8.4% |
| 30D | +30.2% | -12.8% | +43.0% | +33.7% |
| 3M | -8.8% | +2.3% | -11.1% | -11.1% |
| 6M | -0.9% | +26.3% | -27.2% | -11.4% |
| YTD | -29.2% | -14.4% | -14.8% | -30.6% |
| 1Y | -20.1% | -37.6% | +17.6% | -14.3% |
| 3Y | +81.3% | +8.0% | +73.3% | +58.0% |
| 5Y | -6.6% | -44.9% | +38.2% | -12.3% |
| All | -24.1% | +41.7% | -65.8% | -50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling