-7.4%
RKLB vs COST
+12.8%
-20.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -1.9% |
| 7D | -10.6% | +6.6% | -17.3% | -6.5% |
| 30D | -28.3% | +13.5% | -41.8% | -22.2% |
| 3M | -29.7% | +10.6% | -40.3% | -24.6% |
| 6M | -34.8% | +3.6% | -38.4% | -31.0% |
| YTD | -24.9% | +22.1% | -47.0% | -18.5% |
| 1Y | -7.4% | +11.9% | -19.3% | -4.7% |
| All | -7.4% | +12.8% | -20.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling