+547.3%
RKLB vs COO
-23.3%
+570.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.2% | +2.0% | -0.9% |
| 7D | 0.0% | -9.0% | +8.9% | +5.0% |
| 30D | -21.2% | -16.8% | -4.4% | -13.2% |
| 3M | -41.7% | -7.5% | -34.2% | -40.2% |
| 6M | -11.8% | -16.3% | +4.5% | -4.0% |
| YTD | -9.6% | -22.5% | +13.0% | +2.9% |
| 1Y | +34.1% | -7.0% | +41.1% | +35.5% |
| 3Y | +917.3% | -27.5% | +944.7% | +1,045.3% |
| 5Y | +204.4% | -43.3% | +247.7% | +264.7% |
| All | +547.3% | -23.3% | +570.6% | +640.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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