-8.0%
RKT vs ZS
-42.5%
+34.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.3% | -3.4% |
| 7D | -1.0% | -3.8% | +2.9% | 0.0% |
| 30D | -2.4% | -6.0% | +3.6% | -1.1% |
| 3M | +1.9% | +32.0% | -30.1% | -5.4% |
| 6M | -13.9% | +2.1% | -16.0% | -18.1% |
| YTD | -30.6% | -26.2% | -4.5% | -28.1% |
| 1Y | -34.4% | -41.2% | +6.8% | -27.4% |
| 3Y | +38.2% | +3.3% | +34.9% | +22.2% |
| All | -8.0% | -42.5% | +34.5% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling