+504.1%
RKLB vs GD
+170.1%
+334.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.3% | +8.6% | +9.1% |
| 7D | +13.0% | -3.0% | +16.1% | +16.2% |
| 30D | -13.7% | +9.3% | -23.0% | -19.7% |
| 3M | -28.9% | -7.2% | -21.7% | -24.8% |
| 6M | -44.2% | +5.5% | -49.6% | -46.8% |
| YTD | -15.6% | +9.5% | -25.1% | -21.5% |
| 1Y | +14.0% | +6.4% | +7.5% | +9.0% |
| 3Y | +1,275.2% | +59.8% | +1,215.4% | +898.3% |
| 5Y | +296.6% | +98.0% | +198.6% | +166.1% |
| All | +504.1% | +170.1% | +334.0% | +253.1% |
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