+13.8%
ORCL vs RKLB
+1,304.8%
-1,291.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.7% |
| 7D | +8.0% | +15.9% | -8.0% | +5.3% |
| 30D | -4.0% | +4.0% | -8.0% | -4.9% |
| 3M | -19.5% | -23.2% | +3.7% | -16.5% |
| 6M | -33.5% | -50.4% | +17.0% | -27.9% |
| YTD | -34.8% | -11.8% | -23.0% | -36.6% |
| 1Y | -41.6% | +36.0% | -77.6% | -46.8% |
| 3Y | +13.8% | +1,321.0% | -1,307.3% | -20.7% |
| All | +13.8% | +1,304.8% | -1,291.0% | -20.7% |
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