+49.5%
RKLB vs GEV
+62.5%
-13.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +3.3% | -3.5% | -2.4% |
| 30D | -14.1% | -7.5% | -6.6% | -9.7% |
| 3M | -46.4% | -2.2% | -44.3% | -46.5% |
| 6M | -10.6% | +12.1% | -22.7% | -19.7% |
| YTD | -7.9% | +44.4% | -52.3% | -30.4% |
| 1Y | +49.5% | +57.7% | -8.2% | +4.6% |
| All | +49.5% | +62.5% | -13.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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