+204.4%
RKLB vs GAP
+6.6%
+197.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.3% | -2.9% |
| 7D | 0.0% | -3.2% | +3.1% | +0.9% |
| 30D | -21.2% | -0.7% | -20.5% | -21.6% |
| 3M | -41.7% | -0.5% | -41.3% | -42.4% |
| 6M | -11.8% | -5.0% | -6.8% | -12.4% |
| YTD | -9.6% | -14.7% | +5.1% | -8.0% |
| 1Y | +34.1% | -8.6% | +42.7% | +32.6% |
| 3Y | +917.3% | +108.4% | +808.9% | +595.3% |
| 5Y | +204.4% | +5.8% | +198.6% | +83.8% |
| All | +204.4% | +6.6% | +197.8% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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