+444.6%
RKLB vs GD
+164.1%
+280.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +15.9% |
| 7D | -3.0% | -5.0% | +1.9% | +1.1% |
| 30D | -26.2% | +8.9% | -35.1% | -31.3% |
| 3M | -29.9% | -8.0% | -21.8% | -25.4% |
| 6M | -37.3% | +2.9% | -40.2% | -39.2% |
| YTD | -23.9% | +7.1% | -31.0% | -28.0% |
| 1Y | +7.0% | +5.9% | +1.0% | +2.7% |
| 3Y | +1,120.0% | +53.9% | +1,066.1% | +809.1% |
| 5Y | +242.2% | +95.4% | +146.8% | +132.5% |
| All | +444.6% | +164.1% | +280.5% | +223.6% |
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