+329.8%
RKLB vs GD
+100.7%
+229.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.5% | +5.1% | +5.3% |
| 7D | +15.2% | -1.9% | +17.1% | +17.5% |
| 30D | -8.1% | +10.9% | -19.0% | -15.9% |
| 3M | -21.7% | -6.8% | -14.9% | -17.0% |
| 6M | -40.5% | +7.0% | -47.6% | -44.2% |
| YTD | -10.1% | +11.1% | -21.2% | -17.9% |
| 1Y | +20.8% | +7.0% | +13.8% | +14.6% |
| 3Y | +1,335.0% | +59.9% | +1,275.1% | +906.0% |
| 5Y | +329.8% | +102.5% | +227.3% | +195.3% |
| All | +329.8% | +100.7% | +229.1% | +195.3% |
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 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