-5.4%
RKT vs ZTS
-58.9%
+53.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.6% |
| 7D | -9.0% | +5.6% | -14.5% | -11.7% |
| 30D | +30.2% | +12.1% | +18.1% | +22.0% |
| 3M | -8.8% | +11.3% | -20.1% | -14.6% |
| 6M | -0.9% | +14.3% | -15.2% | -9.1% |
| YTD | -29.2% | -31.9% | +2.7% | -13.6% |
| 1Y | -20.1% | -29.3% | +9.2% | -4.6% |
| 3Y | +81.3% | -48.0% | +129.4% | +152.5% |
| All | -5.4% | -58.9% | +53.6% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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