+364.9%
RKLB vs A
+14.4%
+350.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.8% |
| 7D | +26.3% | -0.1% | +26.4% | +26.8% |
| 30D | +0.7% | +3.3% | -2.6% | -0.6% |
| 3M | -17.3% | +18.5% | -35.9% | -24.3% |
| 6M | -43.6% | +59.3% | -102.9% | -57.4% |
| YTD | -5.2% | +31.0% | -36.2% | -19.8% |
| 1Y | +29.1% | +19.3% | +9.8% | +16.3% |
| 3Y | +1,413.7% | +66.8% | +1,346.9% | +920.0% |
| 5Y | +364.9% | +15.5% | +349.4% | +317.2% |
| All | +364.9% | +14.4% | +350.4% | +317.2% |
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