+255.2%
RKLB vs C
+107.6%
+147.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +14.9% | +15.0% |
| 7D | -3.0% | -2.4% | -0.6% | -0.7% |
| 30D | -26.2% | -6.0% | -20.2% | -22.1% |
| 3M | -29.9% | -10.5% | -19.3% | -22.8% |
| 6M | -37.3% | -5.7% | -31.6% | -34.9% |
| YTD | -23.9% | +4.1% | -28.1% | -27.9% |
| 1Y | +7.0% | +20.5% | -13.5% | -10.0% |
| 3Y | +1,120.0% | +208.1% | +911.9% | +375.5% |
| All | +255.2% | +107.6% | +147.6% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling