+559.5%
RKLB vs ALL
+191.9%
+367.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +0.8% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -14.1% | -1.5% | -12.6% | -14.1% |
| 3M | -46.4% | +23.6% | -70.1% | -48.4% |
| 6M | -10.6% | +22.3% | -33.0% | -13.9% |
| YTD | -7.9% | +26.5% | -34.4% | -12.2% |
| 1Y | +49.5% | +27.0% | +22.5% | +41.8% |
| 3Y | +913.6% | +149.6% | +764.0% | +684.9% |
| 5Y | +375.3% | +118.1% | +257.2% | +287.9% |
| All | +559.5% | +191.9% | +367.6% | +350.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling