+547.3%
RKLB vs CAPR
+105.7%
+441.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.4% | -4.1% |
| 7D | 0.0% | -12.6% | +12.6% | +0.4% |
| 30D | -21.2% | +124.4% | -145.6% | -23.6% |
| 3M | -41.7% | -66.8% | +25.1% | -41.0% |
| 6M | -11.8% | -71.8% | +60.0% | -10.3% |
| YTD | -9.6% | -70.1% | +60.5% | -8.4% |
| 1Y | +34.1% | +33.3% | +0.8% | +18.7% |
| 3Y | +917.3% | +36.7% | +880.5% | +676.4% |
| 5Y | +204.4% | +72.5% | +131.9% | +105.5% |
| All | +547.3% | +105.7% | +441.6% | +330.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling