+308.8%
RKLB vs BLK
+32.0%
+276.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | -0.1% |
| 7D | -2.0% | -3.3% | +1.3% | +1.4% |
| 30D | -22.4% | -6.5% | -15.9% | -17.2% |
| 3M | -45.2% | +6.7% | -51.9% | -49.7% |
| 6M | -12.5% | +14.7% | -27.3% | -23.9% |
| YTD | -9.8% | +2.5% | -12.3% | -13.3% |
| 1Y | +30.0% | -2.8% | +32.8% | +32.6% |
| 3Y | +942.2% | +65.9% | +876.4% | +515.8% |
| All | +308.8% | +32.0% | +276.7% | +165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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