+255.2%
RKLB vs B
+134.6%
+120.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +14.8% | +15.2% |
| 7D | -3.0% | +9.6% | -12.6% | -7.0% |
| 30D | -26.2% | +3.5% | -29.7% | -27.6% |
| 3M | -29.9% | -1.6% | -28.3% | -30.0% |
| 6M | -37.3% | -1.7% | -35.6% | -37.2% |
| YTD | -23.9% | -5.3% | -18.6% | -22.6% |
| 1Y | +7.0% | +27.2% | -20.2% | +0.3% |
| 3Y | +1,120.0% | +166.1% | +953.9% | +798.1% |
| All | +255.2% | +134.6% | +120.6% | +150.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling