+325.8%
RKLB vs COO
-37.8%
+363.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.5% |
| 7D | -0.2% | -2.2% | +2.0% | +1.0% |
| 30D | -14.1% | -7.0% | -7.1% | -10.7% |
| 3M | -46.4% | +12.2% | -58.6% | -51.3% |
| 6M | -10.6% | -15.1% | +4.5% | -2.6% |
| YTD | -7.9% | -15.1% | +7.2% | +0.3% |
| 1Y | +49.5% | +2.3% | +47.1% | +43.3% |
| 3Y | +913.6% | -23.7% | +937.2% | +1,024.0% |
| All | +325.8% | -37.8% | +363.6% | +339.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling