+433.3%
KLAC vs RKLB
+242.5%
+190.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.6% |
| 7D | -2.7% | -2.0% | -0.6% | -2.2% |
| 30D | -13.2% | -22.4% | +9.3% | -8.4% |
| 3M | -25.0% | -45.2% | +20.1% | -15.8% |
| 6M | +23.6% | -12.5% | +36.1% | +23.4% |
| YTD | +49.2% | -9.8% | +59.0% | +46.9% |
| 1Y | +89.3% | +30.0% | +59.3% | +69.8% |
| 3Y | +274.4% | +942.2% | -667.9% | +86.7% |
| All | +433.3% | +242.5% | +190.8% | +183.0% |
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