+231.5%
RKLB vs COST
+103.8%
+127.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -2.9% | -2.5% | -0.4% | -1.5% |
| 30D | -22.6% | -4.4% | -18.1% | -20.7% |
| 3M | -41.0% | -8.1% | -32.9% | -38.7% |
| 6M | -10.1% | -9.2% | -0.9% | -6.6% |
| YTD | -11.2% | +5.1% | -16.3% | -17.4% |
| 1Y | +34.2% | -5.1% | +39.3% | +33.8% |
| 3Y | +899.4% | +70.4% | +829.0% | +522.2% |
| 5Y | +231.5% | +104.7% | +126.8% | +82.2% |
| All | +231.5% | +103.8% | +127.7% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling