+559.5%
RKLB vs CAPR
+123.8%
+435.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.7% |
| 7D | -0.2% | -2.0% | +1.8% | -0.2% |
| 30D | -14.1% | +139.2% | -153.3% | -16.9% |
| 3M | -46.4% | -66.4% | +19.9% | -45.8% |
| 6M | -10.6% | -63.1% | +52.5% | -9.9% |
| YTD | -7.9% | -67.4% | +59.5% | -6.9% |
| 1Y | +49.5% | +58.2% | -8.8% | +30.8% |
| 3Y | +913.6% | +42.2% | +871.4% | +675.4% |
| 5Y | +375.3% | +87.3% | +288.0% | +220.2% |
| All | +559.5% | +123.8% | +435.7% | +337.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling