+504.1%
RKLB vs ASX
+736.0%
-232.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.6% | +2.3% | +5.4% |
| 7D | +13.0% | -12.3% | +25.3% | +22.3% |
| 30D | -13.7% | -26.0% | +12.3% | +3.6% |
| 3M | -28.9% | -8.1% | -20.8% | -26.2% |
| 6M | -44.2% | +1.4% | -45.6% | -47.3% |
| YTD | -15.6% | +115.6% | -131.2% | -51.4% |
| 1Y | +14.0% | +128.0% | -114.0% | -36.3% |
| 3Y | +1,275.2% | +371.4% | +903.8% | +379.7% |
| 5Y | +296.6% | +469.4% | -172.8% | +18.8% |
| All | +504.1% | +736.0% | -232.0% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling