+38.0%
RKLB vs B
+56.5%
-18.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.5% |
| 7D | +5.3% | +2.3% | +3.0% | +3.6% |
| 30D | -20.5% | +1.4% | -21.8% | -22.0% |
| 3M | -42.0% | +12.2% | -54.2% | -47.1% |
| 6M | -6.0% | -2.1% | -3.9% | -7.7% |
| YTD | -5.6% | +2.9% | -8.5% | -8.6% |
| 1Y | +38.0% | +55.3% | -17.3% | +23.4% |
| All | +38.0% | +56.5% | -18.5% | +23.4% |
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