+95.1%
META vs RKLB
+1,046.2%
-951.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +15.4% | -14.6% | -0.5% |
| 7D | -0.8% | -3.0% | +2.2% | -0.7% |
| 30D | -15.4% | -26.2% | +10.8% | -13.4% |
| 3M | +3.5% | -29.9% | +33.4% | +6.2% |
| 6M | -0.3% | -37.3% | +37.0% | +2.0% |
| YTD | -7.3% | -23.9% | +16.6% | -8.2% |
| 1Y | -1.1% | +7.0% | -8.1% | -5.9% |
| 3Y | +95.1% | +1,120.0% | -1,024.9% | +52.6% |
| All | +95.1% | +1,046.2% | -951.2% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling