+504.1%
RKLB vs ALK
-18.9%
+523.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +7.1% | +3.8% | +7.1% |
| 7D | +13.0% | +8.9% | +4.1% | +7.7% |
| 30D | -13.7% | +5.9% | -19.7% | -16.9% |
| 3M | -28.9% | -16.5% | -12.4% | -22.5% |
| 6M | -44.2% | +2.1% | -46.3% | -46.6% |
| YTD | -15.6% | -17.1% | +1.5% | -10.6% |
| 1Y | +14.0% | -2.9% | +16.8% | +10.8% |
| 3Y | +1,275.2% | +24.5% | +1,250.8% | +1,004.8% |
| 5Y | +296.6% | -29.1% | +325.7% | +312.2% |
| All | +504.1% | -18.9% | +523.0% | +531.9% |
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