+207.8%
RKLB vs GD
+95.8%
+112.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.3% | -9.8% | -10.2% |
| 7D | -22.2% | -3.9% | -18.3% | -19.4% |
| 30D | -38.7% | +8.1% | -46.8% | -42.8% |
| 3M | -38.5% | -6.8% | -31.8% | -35.0% |
| 6M | -41.6% | +3.0% | -44.6% | -43.6% |
| YTD | -34.1% | +7.8% | -41.8% | -38.3% |
| 1Y | -18.5% | +5.8% | -24.3% | -21.9% |
| 3Y | +897.6% | +55.3% | +842.3% | +615.7% |
| All | +207.8% | +95.8% | +112.0% | +114.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling