+576.0%
RKLB vs B
+129.8%
+446.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.1% |
| 7D | +5.3% | +2.3% | +3.0% | +4.3% |
| 30D | -20.5% | +1.4% | -21.8% | -21.3% |
| 3M | -42.0% | +12.2% | -54.2% | -44.7% |
| 6M | -6.0% | -2.1% | -3.9% | -5.9% |
| YTD | -5.6% | +2.9% | -8.5% | -6.6% |
| 1Y | +38.0% | +55.3% | -17.3% | +21.9% |
| 3Y | +962.4% | +198.7% | +763.7% | +667.2% |
| 5Y | +336.5% | +153.8% | +182.7% | +210.5% |
| All | +576.0% | +129.8% | +446.2% | +372.0% |
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