+557.5%
RKLB vs GE
+537.3%
+20.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.3% | -0.7% |
| 7D | +39.3% | +5.1% | +34.2% | +35.1% |
| 30D | -0.2% | +7.6% | -7.8% | -4.9% |
| 3M | -21.1% | -9.3% | -11.8% | -15.5% |
| 6M | -45.5% | +11.5% | -57.0% | -49.4% |
| YTD | -8.2% | +7.9% | -16.0% | -14.1% |
| 1Y | +28.2% | +7.6% | +20.6% | +20.9% |
| 3Y | +1,366.1% | +265.9% | +1,100.3% | +553.0% |
| 5Y | +345.9% | +405.9% | -60.1% | +48.5% |
| All | +557.5% | +537.3% | +20.2% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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