+34.1%
RKLB vs ASX
+275.6%
-241.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.5% | -7.8% | -6.3% |
| 7D | 0.0% | +11.1% | -11.2% | -6.2% |
| 30D | -21.2% | +9.6% | -30.8% | -25.8% |
| 3M | -41.7% | +18.6% | -60.4% | -48.9% |
| 6M | -11.8% | +92.1% | -103.9% | -43.2% |
| YTD | -9.6% | +158.5% | -168.1% | -54.0% |
| 1Y | +34.1% | +271.9% | -237.8% | -37.4% |
| All | +34.1% | +275.6% | -241.5% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling