-7.4%
RKLB vs GD
+9.0%
-16.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.2% | -1.5% |
| 7D | -10.6% | +3.0% | -13.6% | -13.1% |
| 30D | -28.3% | +10.5% | -38.8% | -35.3% |
| 3M | -29.7% | -5.0% | -24.7% | -25.3% |
| 6M | -34.8% | +5.5% | -40.3% | -39.4% |
| YTD | -24.9% | +10.3% | -35.3% | -37.2% |
| 1Y | -7.4% | +8.2% | -15.6% | -16.3% |
| All | -7.4% | +9.0% | -16.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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