+459.8%
RKLB vs COMP
-47.7%
+507.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -0.2% | +1.4% | -1.6% | -0.6% |
| 30D | -14.1% | -13.3% | -0.8% | -10.7% |
| 3M | -46.4% | +41.1% | -87.5% | -52.1% |
| 6M | -10.6% | +17.2% | -27.8% | -16.7% |
| YTD | -7.9% | +5.2% | -13.1% | -12.1% |
| 1Y | +49.5% | +18.9% | +30.5% | +36.0% |
| 3Y | +913.6% | +215.9% | +697.7% | +523.1% |
| 5Y | +375.3% | -31.2% | +406.5% | +265.3% |
| All | +459.8% | -47.7% | +507.4% | +334.7% |
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