+123.8%
GLD vs RKLB
+503.7%
-379.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.9% | -9.0% | +1.5% |
| 7D | +4.9% | +13.0% | -8.1% | +4.4% |
| 30D | -1.3% | -13.7% | +12.4% | -1.0% |
| 3M | -4.8% | -28.9% | +24.2% | -3.9% |
| 6M | -12.5% | -44.2% | +31.7% | -11.4% |
| YTD | -4.2% | -15.6% | +11.4% | -4.3% |
| 1Y | +3.0% | +14.0% | -10.9% | +2.5% |
| 3Y | +109.1% | +1,275.2% | -1,166.1% | +97.8% |
| 5Y | +121.6% | +296.6% | -175.1% | +110.6% |
| All | +123.8% | +503.7% | -379.9% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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