+343.2%
RKLB vs ASX
+429.3%
-86.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | -14.1% | +2.0% | -16.1% | -15.7% |
| 3M | -46.4% | -1.3% | -45.1% | -47.7% |
| 6M | -10.6% | +71.4% | -82.1% | -42.0% |
| YTD | -7.9% | +135.3% | -143.2% | -53.5% |
| 1Y | +49.5% | +267.5% | -218.0% | -46.1% |
| 3Y | +913.6% | +388.5% | +525.1% | +187.5% |
| All | +343.2% | +429.3% | -86.1% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling