+559.5%
RKLB vs GD
+166.8%
+392.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +2.1% |
| 7D | -0.2% | -5.3% | +5.1% | +4.2% |
| 30D | -14.1% | -6.4% | -7.7% | -9.4% |
| 3M | -46.4% | +5.7% | -52.1% | -49.0% |
| 6M | -10.6% | -0.9% | -9.7% | -10.0% |
| YTD | -7.9% | +8.2% | -16.0% | -13.1% |
| 1Y | +49.5% | +13.4% | +36.1% | +37.1% |
| 3Y | +913.6% | +68.5% | +845.1% | +611.7% |
| 5Y | +375.3% | +97.2% | +278.1% | +221.9% |
| All | +559.5% | +166.8% | +392.7% | +290.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling