-7.4%
RKLB vs CAPR
+47.4%
-54.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.3% | -12.0% | -3.9% |
| 7D | -10.6% | +43.2% | -53.8% | -11.1% |
| 30D | -28.3% | +14.7% | -42.9% | -28.5% |
| 3M | -29.7% | +113.9% | -143.6% | -30.6% |
| 6M | -34.8% | -73.4% | +38.6% | -34.2% |
| YTD | -24.9% | -69.1% | +44.2% | -24.5% |
| 1Y | -7.4% | +47.2% | -54.6% | -13.6% |
| All | -7.4% | +47.4% | -54.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling