+205.6%
ORCL vs RKLB
+575.6%
-370.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.1% | +2.0% |
| 7D | +15.0% | +5.3% | +9.7% | +14.2% |
| 30D | +10.5% | -20.5% | +31.0% | +13.9% |
| 3M | -23.0% | -42.0% | +19.0% | -18.0% |
| 6M | +7.0% | -6.0% | +13.0% | +4.8% |
| YTD | -15.8% | -5.6% | -10.2% | -17.9% |
| 1Y | -31.1% | +38.0% | -69.1% | -36.6% |
| 3Y | +33.3% | +962.4% | -929.1% | -6.2% |
| 5Y | +94.3% | +336.5% | -242.2% | +37.3% |
| All | +205.6% | +575.6% | -370.0% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling