+29.1%
RKLB vs GEN
+18.5%
+10.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +5.0% |
| 7D | +26.3% | -0.8% | +27.1% | +26.5% |
| 30D | +0.7% | +31.2% | -30.5% | -7.7% |
| 3M | -17.3% | +6.1% | -23.4% | -18.4% |
| 6M | -43.6% | +38.1% | -81.7% | -55.7% |
| YTD | -5.2% | +14.4% | -19.6% | -26.6% |
| 1Y | +29.1% | +15.1% | +14.0% | -1.3% |
| All | +29.1% | +18.5% | +10.6% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling