+504.1%
RKLB vs C
+173.2%
+330.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.5% | +8.5% | +9.0% |
| 7D | +13.0% | -0.9% | +14.0% | +14.4% |
| 30D | -13.7% | -5.4% | -8.3% | -9.6% |
| 3M | -28.9% | -9.2% | -19.8% | -23.3% |
| 6M | -44.2% | -1.8% | -42.4% | -43.5% |
| YTD | -15.6% | +6.7% | -22.3% | -20.7% |
| 1Y | +14.0% | +23.5% | -9.5% | -3.6% |
| 3Y | +1,275.2% | +219.8% | +1,055.5% | +503.7% |
| 5Y | +296.6% | +112.4% | +184.2% | +105.9% |
| All | +504.1% | +173.2% | +330.9% | +207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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