+436.0%
RKLB vs COMP
-52.0%
+487.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.5% |
| 7D | +15.9% | 0.0% | +15.9% | +15.8% |
| 30D | +4.0% | +16.6% | -12.6% | -1.1% |
| 3M | -23.2% | -23.5% | +0.3% | -17.6% |
| 6M | -50.4% | +25.7% | -76.2% | -54.6% |
| YTD | -11.8% | -3.4% | -8.4% | -14.3% |
| 1Y | +36.0% | +7.6% | +28.4% | +28.1% |
| 3Y | +1,321.0% | +423.6% | +897.4% | +651.1% |
| 5Y | +328.2% | -10.6% | +338.8% | +219.2% |
| All | +436.0% | -52.0% | +487.9% | +324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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