+139.9%
GLD vs RKLB
+559.1%
-419.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -0.5% | -0.2% | -0.3% | -0.5% |
| 30D | +4.4% | -14.1% | +18.5% | +4.9% |
| 3M | -1.1% | -46.4% | +45.3% | +0.5% |
| 6M | -13.8% | -10.6% | -3.1% | -13.8% |
| YTD | +2.6% | -7.9% | +10.5% | +2.5% |
| 1Y | +24.5% | +49.5% | -25.0% | +23.4% |
| 3Y | +125.8% | +913.6% | -787.7% | +114.7% |
| 5Y | +137.8% | +375.3% | -237.5% | +125.0% |
| All | +139.9% | +559.1% | -419.2% | +126.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling