+122.6%
ORCL vs RKLB
+543.2%
-420.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.5% | -8.1% | -2.4% |
| 7D | -6.5% | +15.2% | -21.7% | -8.6% |
| 30D | -16.6% | -8.1% | -8.5% | -15.9% |
| 3M | -21.6% | -21.7% | 0.0% | -19.3% |
| 6M | -39.4% | -40.5% | +1.2% | -36.4% |
| YTD | -38.7% | -10.1% | -28.6% | -40.0% |
| 1Y | -50.4% | +20.8% | -71.2% | -53.5% |
| 3Y | +8.1% | +1,335.0% | -1,326.9% | -26.4% |
| 5Y | +34.5% | +329.8% | -295.3% | -4.4% |
| All | +122.6% | +543.2% | -420.5% | +50.2% |
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