+362.3%
RKLB vs COMP
-52.0%
+414.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +10.7% | +4.7% | +12.2% |
| 7D | -3.0% | +13.4% | -16.5% | -6.5% |
| 30D | -26.2% | +11.1% | -37.3% | -28.7% |
| 3M | -29.9% | -18.8% | -11.0% | -26.1% |
| 6M | -37.3% | +10.5% | -47.8% | -40.3% |
| YTD | -23.9% | -3.4% | -20.5% | -26.0% |
| 1Y | +7.0% | +19.7% | -12.7% | -2.3% |
| 3Y | +1,120.0% | +381.6% | +738.4% | +561.5% |
| 5Y | +242.2% | -17.6% | +259.8% | +158.3% |
| All | +362.3% | -52.0% | +414.2% | +266.2% |
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