+204.4%
RKLB vs A
-16.2%
+220.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -3.5% |
| 7D | 0.0% | -4.4% | +4.3% | +2.3% |
| 30D | -21.2% | -2.7% | -18.5% | -20.2% |
| 3M | -41.7% | +7.0% | -48.8% | -44.5% |
| 6M | -11.8% | +24.6% | -36.4% | -24.8% |
| YTD | -9.6% | +7.0% | -16.6% | -15.2% |
| 1Y | +34.1% | +15.6% | +18.5% | +18.6% |
| 3Y | +917.3% | +29.9% | +887.3% | +690.0% |
| 5Y | +204.4% | -15.4% | +219.8% | +200.3% |
| All | +204.4% | -16.2% | +220.6% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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