+476.9%
RKLB vs COIN
-54.8%
+531.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.2% |
| 7D | -2.9% | -10.6% | +7.7% | +1.2% |
| 30D | -22.6% | +16.0% | -38.5% | -27.8% |
| 3M | -41.0% | +11.9% | -52.9% | -44.2% |
| 6M | -10.1% | -12.3% | +2.2% | -6.4% |
| YTD | -11.2% | -23.8% | +12.6% | -4.1% |
| 1Y | +34.2% | -45.4% | +79.6% | +63.4% |
| 3Y | +899.4% | +109.9% | +789.5% | +569.2% |
| 5Y | +231.5% | -30.6% | +262.1% | +166.8% |
| All | +476.9% | -54.8% | +531.7% | +375.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling