+124.7%
META vs RKLB
+559.1%
-434.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | +6.7% | -0.2% | +6.9% | +6.7% |
| 30D | +4.8% | -14.1% | +18.9% | +6.7% |
| 3M | -1.6% | -46.4% | +44.8% | +5.6% |
| 6M | -7.5% | -10.6% | +3.2% | -9.5% |
| YTD | -6.4% | -7.9% | +1.5% | -9.8% |
| 1Y | -17.3% | +49.5% | -66.8% | -27.4% |
| 3Y | +109.9% | +913.6% | -803.6% | +23.5% |
| 5Y | +65.4% | +375.3% | -309.9% | -3.8% |
| All | +124.7% | +559.1% | -434.4% | +25.1% |
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