+486.1%
RKLB vs COIN
-54.0%
+540.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | -2.0% | -5.1% | +3.0% | -0.1% |
| 30D | -22.4% | +17.6% | -40.0% | -28.1% |
| 3M | -45.2% | +9.2% | -54.4% | -47.7% |
| 6M | -12.5% | -11.8% | -0.8% | -9.1% |
| YTD | -9.8% | -22.5% | +12.7% | -3.2% |
| 1Y | +30.0% | -45.9% | +75.9% | +58.7% |
| 3Y | +942.2% | +117.4% | +824.8% | +589.2% |
| 5Y | +236.8% | -29.4% | +266.2% | +169.3% |
| All | +486.1% | -54.0% | +540.1% | +379.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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