+543.6%
RKLB vs COO
-23.2%
+566.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.8% |
| 7D | +15.2% | +4.5% | +10.7% | +12.6% |
| 30D | -8.1% | +16.9% | -25.0% | -15.6% |
| 3M | -21.7% | -16.7% | -4.9% | -15.1% |
| 6M | -40.5% | +5.9% | -46.5% | -45.2% |
| YTD | -10.1% | -22.4% | +12.3% | +0.6% |
| 1Y | +20.8% | -10.1% | +30.9% | +23.5% |
| 3Y | +1,335.0% | -22.8% | +1,357.8% | +1,418.0% |
| 5Y | +329.8% | -41.4% | +371.2% | +403.4% |
| All | +543.6% | -23.2% | +566.8% | +624.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling