+255.2%
RKLB vs ALK
-34.8%
+290.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.6% | +14.8% | +15.0% |
| 7D | -3.0% | +9.0% | -12.1% | -8.7% |
| 30D | -26.2% | -1.6% | -24.6% | -26.2% |
| 3M | -29.9% | -23.2% | -6.7% | -19.2% |
| 6M | -37.3% | -3.9% | -33.4% | -38.4% |
| YTD | -23.9% | -22.6% | -1.3% | -16.0% |
| 1Y | +7.0% | -5.3% | +12.3% | +4.2% |
| 3Y | +1,120.0% | +18.6% | +1,101.4% | +820.4% |
| All | +255.2% | -34.8% | +290.0% | +278.7% |
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