+109.3%
GLD vs RKLB
+557.1%
-447.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.7% |
| 7D | -5.5% | +39.3% | -44.8% | -6.5% |
| 30D | -7.0% | -0.2% | -6.8% | -7.1% |
| 3M | -12.4% | -21.1% | +8.7% | -11.9% |
| 6M | -18.0% | -45.5% | +27.5% | -16.9% |
| YTD | -10.5% | -8.2% | -2.3% | -10.7% |
| 1Y | -8.1% | +28.2% | -36.3% | -8.8% |
| 3Y | +97.7% | +1,366.1% | -1,268.4% | +86.5% |
| 5Y | +103.4% | +345.9% | -242.4% | +92.8% |
| All | +109.3% | +557.1% | -447.9% | +97.4% |
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