+343.2%
RKLB vs ALK
-25.3%
+368.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.2% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | -14.1% | -19.2% | +5.1% | -2.9% |
| 3M | -46.4% | -1.5% | -44.9% | -47.4% |
| 6M | -10.6% | -13.1% | +2.4% | -6.5% |
| YTD | -7.9% | -16.4% | +8.5% | -1.8% |
| 1Y | +49.5% | -33.1% | +82.5% | +82.6% |
| 3Y | +913.6% | +0.6% | +912.9% | +792.7% |
| All | +343.2% | -25.3% | +368.4% | +380.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling