+135.0%
GOOG vs RKLB
+205.5%
-70.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.8% |
| 7D | -2.5% | -2.9% | +0.4% | -2.2% |
| 30D | -3.6% | -22.6% | +18.9% | -0.9% |
| 3M | -6.4% | -41.0% | +34.6% | -1.7% |
| 6M | +7.8% | -10.1% | +17.9% | +6.1% |
| YTD | +5.5% | -11.2% | +16.7% | +3.0% |
| 1Y | +38.3% | +34.2% | +4.1% | +26.5% |
| 3Y | +143.1% | +899.4% | -756.3% | +54.9% |
| 5Y | +135.0% | +231.5% | -96.5% | +44.6% |
| All | +135.0% | +205.5% | -70.5% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling