+962.4%
RKLB vs GEN
+57.7%
+904.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.2% | +3.9% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | -20.5% | +2.6% | -23.1% | -21.9% |
| 3M | -42.0% | +15.8% | -57.8% | -46.9% |
| 6M | -6.0% | +33.1% | -39.2% | -22.4% |
| YTD | -5.6% | +11.3% | -16.9% | -15.9% |
| 1Y | +38.0% | +1.7% | +36.4% | +28.3% |
| 3Y | +962.4% | +58.1% | +904.3% | +565.9% |
| All | +962.4% | +57.7% | +904.7% | +565.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling