+329.8%
RKLB vs GEN
+31.7%
+298.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.7% | +5.8% | +6.3% |
| 7D | +15.2% | +1.0% | +14.2% | +14.5% |
| 30D | -8.1% | +29.1% | -37.1% | -18.6% |
| 3M | -21.7% | +2.9% | -24.6% | -24.3% |
| 6M | -40.5% | +33.6% | -74.2% | -50.8% |
| YTD | -10.1% | +12.0% | -22.2% | -19.8% |
| 1Y | +20.8% | +16.2% | +4.7% | +6.0% |
| 3Y | +1,335.0% | +65.1% | +1,269.9% | +960.7% |
| 5Y | +329.8% | +33.3% | +296.5% | +213.6% |
| All | +329.8% | +31.7% | +298.1% | +213.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling