+1,420.5%
RKLB vs GEV
+735.9%
+684.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | -0.7% |
| 7D | -2.0% | +1.6% | -3.7% | -3.1% |
| 30D | -22.4% | -7.9% | -14.5% | -18.2% |
| 3M | -45.2% | +5.6% | -50.8% | -47.8% |
| 6M | -12.5% | +13.1% | -25.6% | -20.4% |
| YTD | -9.8% | +46.7% | -56.5% | -30.6% |
| 1Y | +30.0% | +51.3% | -21.3% | -2.7% |
| All | +1,420.5% | +735.9% | +684.6% | +458.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling