+504.1%
RKLB vs ALLY
+52.7%
+451.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.9% | +10.0% | +10.3% |
| 7D | +13.0% | -0.2% | +13.2% | +12.9% |
| 30D | -13.7% | +3.4% | -17.2% | -15.9% |
| 3M | -28.9% | -11.1% | -17.9% | -23.7% |
| 6M | -44.2% | -11.5% | -32.7% | -40.1% |
| YTD | -15.6% | -12.3% | -3.3% | -8.8% |
| 1Y | +14.0% | +1.1% | +12.9% | +13.5% |
| 3Y | +1,275.2% | +64.8% | +1,210.4% | +942.9% |
| 5Y | +296.6% | -6.9% | +303.5% | +277.5% |
| All | +504.1% | +52.7% | +451.4% | +433.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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