+535.9%
RKLB vs BLK
+76.1%
+459.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | -2.9% | -5.2% | +2.3% | +2.3% |
| 30D | -22.6% | -7.0% | -15.5% | -17.1% |
| 3M | -41.0% | +5.7% | -46.7% | -45.1% |
| 6M | -10.1% | +11.0% | -21.1% | -18.7% |
| YTD | -11.2% | +0.9% | -12.1% | -13.0% |
| 1Y | +34.2% | -1.6% | +35.8% | +35.4% |
| 3Y | +899.4% | +64.5% | +834.9% | +520.6% |
| 5Y | +231.5% | +30.9% | +200.7% | +134.7% |
| All | +535.9% | +76.1% | +459.7% | +258.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling