-7.4%
RKLB vs B
+27.8%
-35.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.3% | -12.1% | -9.6% |
| 7D | -10.6% | +1.1% | -11.7% | -11.8% |
| 30D | -28.3% | +0.3% | -28.6% | -28.9% |
| 3M | -29.7% | +5.4% | -35.1% | -34.7% |
| 6M | -34.8% | +5.5% | -40.3% | -38.9% |
| YTD | -24.9% | -6.3% | -18.6% | -25.0% |
| 1Y | -7.4% | +29.4% | -36.8% | -23.7% |
| All | -7.4% | +27.8% | -35.2% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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