+504.1%
RKLB vs B
+120.2%
+383.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.2% | +6.7% | +9.3% |
| 7D | +13.0% | +11.3% | +1.7% | +8.2% |
| 30D | -13.7% | +2.9% | -16.7% | -14.8% |
| 3M | -28.9% | -2.9% | -26.1% | -28.7% |
| 6M | -44.2% | -1.2% | -43.0% | -44.3% |
| YTD | -15.6% | -1.3% | -14.3% | -15.4% |
| 1Y | +14.0% | +30.4% | -16.4% | +6.1% |
| 3Y | +1,275.2% | +195.3% | +1,080.0% | +901.2% |
| 5Y | +296.6% | +146.2% | +150.4% | +186.5% |
| All | +504.1% | +120.2% | +383.8% | +327.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling