+39.4%
RKT vs ZS
+2.4%
+37.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.3% | -3.2% |
| 7D | -1.0% | -3.8% | +2.9% | -0.3% |
| 30D | -2.4% | -6.0% | +3.6% | -1.5% |
| 3M | +1.9% | +32.0% | -30.1% | -2.7% |
| 6M | -13.9% | +2.1% | -16.0% | -16.5% |
| YTD | -30.6% | -26.2% | -4.5% | -27.8% |
| 1Y | -34.4% | -41.2% | +6.8% | -27.7% |
| All | +39.4% | +2.4% | +37.1% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling