+547.3%
RKLB vs ASX
+902.5%
-355.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.5% | -7.8% | -6.4% |
| 7D | 0.0% | +11.1% | -11.2% | -6.6% |
| 30D | -21.2% | +9.6% | -30.8% | -26.0% |
| 3M | -41.7% | +18.6% | -60.4% | -49.1% |
| 6M | -11.8% | +92.1% | -103.9% | -43.6% |
| YTD | -9.6% | +158.5% | -168.1% | -53.1% |
| 1Y | +34.1% | +271.9% | -237.8% | -44.9% |
| 3Y | +917.3% | +465.2% | +452.0% | +219.3% |
| 5Y | +204.4% | +479.4% | -275.0% | -15.0% |
| All | +547.3% | +902.5% | -355.2% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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