+32.4%
RKLB vs ASX
+152.5%
-120.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.6% | -1.1% | +1.2% |
| 7D | +26.3% | +0.8% | +25.5% | +24.7% |
| 30D | +0.7% | -20.4% | +21.1% | +14.7% |
| 3M | -17.3% | -2.1% | -15.2% | -17.6% |
| 6M | -43.6% | +8.2% | -51.8% | -49.5% |
| YTD | -5.2% | +137.3% | -142.4% | -62.1% |
| All | +32.4% | +152.5% | -120.1% | -53.0% |
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