+30.6%
ORCL vs RKLB
+236.1%
-205.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +15.4% | -14.6% | -1.7% |
| 7D | -11.2% | -3.0% | -8.1% | -10.8% |
| 30D | -18.8% | -26.2% | +7.4% | -14.9% |
| 3M | -18.8% | -29.9% | +11.1% | -14.4% |
| 6M | -39.7% | -37.3% | -2.4% | -37.2% |
| YTD | -39.6% | -23.9% | -15.7% | -39.7% |
| 1Y | -51.7% | +7.0% | -58.7% | -54.5% |
| 3Y | +10.2% | +1,120.0% | -1,109.8% | -31.0% |
| All | +30.6% | +236.1% | -205.5% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling