+531.5%
RKLB vs A
+52.4%
+479.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.3% |
| 7D | +15.9% | -0.5% | +16.4% | +16.3% |
| 30D | +4.0% | 0.0% | +4.0% | +4.6% |
| 3M | -23.2% | +16.7% | -39.9% | -29.1% |
| 6M | -50.4% | +54.8% | -105.3% | -62.0% |
| YTD | -11.8% | +28.8% | -40.6% | -24.8% |
| 1Y | +36.0% | +19.3% | +16.7% | +21.8% |
| 3Y | +1,321.0% | +65.5% | +1,255.5% | +863.3% |
| 5Y | +328.2% | +12.1% | +316.1% | +278.7% |
| All | +531.5% | +52.4% | +479.0% | +335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling