+300.6%
RKLB vs COMP
-56.6%
+357.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -8.2% | -4.0% | -9.8% |
| 7D | -22.2% | -1.8% | -20.4% | -21.8% |
| 30D | -38.7% | -0.8% | -38.0% | -39.0% |
| 3M | -38.5% | -28.1% | -10.4% | -33.0% |
| 6M | -41.6% | +27.0% | -68.6% | -47.1% |
| YTD | -34.1% | -12.8% | -21.3% | -34.0% |
| 1Y | -18.5% | +4.9% | -23.4% | -22.7% |
| 3Y | +897.6% | +321.0% | +576.6% | +461.9% |
| 5Y | +196.5% | -25.6% | +222.1% | +130.2% |
| All | +300.6% | -56.6% | +357.2% | +226.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling