+557.5%
RKLB vs ALK
-24.1%
+581.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.8% | +1.7% | -0.5% |
| 7D | +39.3% | +0.9% | +38.4% | +38.9% |
| 30D | -0.2% | +3.3% | -3.5% | -2.8% |
| 3M | -21.1% | -17.6% | -3.5% | -13.3% |
| 6M | -45.5% | +0.8% | -46.3% | -47.5% |
| YTD | -8.2% | -22.4% | +14.2% | +0.7% |
| 1Y | +28.2% | -10.1% | +38.3% | +30.0% |
| 3Y | +1,366.1% | +14.0% | +1,352.2% | +1,135.6% |
| 5Y | +345.9% | -29.8% | +375.7% | +375.9% |
| All | +557.5% | -24.1% | +581.6% | +612.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling