+137.8%
GLD vs RKLB
+546.9%
-409.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.3% | +5.2% | +1.0% |
| 7D | +0.1% | 0.0% | +0.2% | +0.1% |
| 30D | +0.2% | -21.2% | +21.4% | +0.9% |
| 3M | +3.2% | -41.7% | +44.9% | +4.6% |
| 6M | -14.6% | -11.8% | -2.9% | -14.7% |
| YTD | +1.8% | -9.6% | +11.4% | +1.7% |
| 1Y | +20.7% | +34.1% | -13.4% | +19.8% |
| 3Y | +126.5% | +917.3% | -790.8% | +115.4% |
| 5Y | +140.0% | +204.4% | -64.3% | +128.9% |
| All | +137.8% | +546.9% | -409.0% | +124.9% |
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