+531.5%
RKLB vs GEN
+86.6%
+444.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.4% | -4.9% |
| 7D | +15.9% | +2.0% | +13.9% | +15.1% |
| 30D | +4.0% | +27.7% | -23.8% | -6.8% |
| 3M | -23.2% | +3.3% | -26.4% | -25.7% |
| 6M | -50.4% | +31.8% | -82.2% | -58.1% |
| YTD | -11.8% | +13.5% | -25.3% | -21.1% |
| 1Y | +36.0% | +16.0% | +19.9% | +20.5% |
| 3Y | +1,321.0% | +70.6% | +1,250.4% | +964.6% |
| 5Y | +328.2% | +32.1% | +296.1% | +235.5% |
| All | +531.5% | +86.6% | +444.8% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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