+578.9%
RKLB vs GEN
+88.1%
+490.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +4.7% |
| 7D | +26.3% | -0.8% | +27.1% | +26.6% |
| 30D | +0.7% | +31.2% | -30.5% | -10.8% |
| 3M | -17.3% | +6.1% | -23.4% | -21.0% |
| 6M | -43.6% | +38.1% | -81.7% | -53.4% |
| YTD | -5.2% | +14.4% | -19.6% | -15.4% |
| 1Y | +29.1% | +15.1% | +14.0% | +15.0% |
| 3Y | +1,413.7% | +68.5% | +1,345.2% | +1,040.7% |
| 5Y | +364.9% | +35.8% | +329.1% | +261.5% |
| All | +578.9% | +88.1% | +490.8% | +407.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling