+49.5%
RKLB vs GIS
-18.7%
+68.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | -1.1% |
| 7D | -0.2% | -7.8% | +7.6% | -5.9% |
| 30D | -14.1% | +6.6% | -20.7% | -9.6% |
| 3M | -46.4% | +21.0% | -67.4% | -37.0% |
| 6M | -10.6% | -9.1% | -1.6% | -13.6% |
| YTD | -7.9% | -13.6% | +5.7% | -14.2% |
| 1Y | +49.5% | -18.0% | +67.5% | +33.4% |
| All | +49.5% | -18.7% | +68.1% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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