-7.4%
RKLB vs GIS
-17.8%
+10.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.2% | -9.0% | +0.1% |
| 7D | -10.6% | +8.5% | -19.1% | -4.7% |
| 30D | -28.3% | +15.3% | -43.6% | -19.6% |
| 3M | -29.7% | +0.9% | -30.6% | -27.6% |
| 6M | -34.8% | +7.9% | -42.7% | -28.3% |
| YTD | -24.9% | -17.6% | -7.3% | -31.6% |
| 1Y | -7.4% | -17.4% | +9.9% | -18.0% |
| All | -7.4% | -17.8% | +10.4% | -18.0% |
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