+336.5%
RKLB vs ALL
+117.0%
+219.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +2.7% |
| 7D | +5.3% | -1.7% | +7.0% | +5.4% |
| 30D | -20.5% | -4.7% | -15.8% | -20.2% |
| 3M | -42.0% | +18.4% | -60.4% | -43.5% |
| 6M | -6.0% | +20.5% | -26.6% | -8.8% |
| YTD | -5.6% | +23.5% | -29.1% | -9.1% |
| 1Y | +38.0% | +29.0% | +9.0% | +30.9% |
| 3Y | +962.4% | +153.7% | +808.7% | +738.0% |
| 5Y | +336.5% | +114.8% | +221.7% | +181.3% |
| All | +336.5% | +117.0% | +219.5% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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