-26.6%
RKT vs ZYBT
-83.2%
+56.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.1% |
| 7D | +2.1% | -6.9% | +9.0% | +2.1% |
| 30D | +1.4% | -31.8% | +33.2% | +1.3% |
| 3M | +6.3% | +94.0% | -87.7% | +10.2% |
| 6M | -15.5% | +99.0% | -114.5% | -12.1% |
| YTD | -27.4% | +40.0% | -67.4% | -24.4% |
| 1Y | -26.6% | -79.5% | +53.0% | -22.8% |
| All | -26.6% | -83.2% | +56.6% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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