+30.0%
RKLB vs GEV
+47.9%
-17.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | -1.0% |
| 7D | -2.0% | +1.6% | -3.7% | -3.2% |
| 30D | -22.4% | -7.9% | -14.5% | -17.9% |
| 3M | -45.2% | +5.6% | -50.8% | -48.4% |
| 6M | -12.5% | +13.1% | -25.6% | -22.7% |
| YTD | -9.8% | +46.7% | -56.5% | -34.5% |
| 1Y | +30.0% | +51.3% | -21.3% | -10.0% |
| All | +30.0% | +47.9% | -17.9% | -10.0% |
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