+308.8%
RKLB vs GIS
-25.1%
+333.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.5% |
| 7D | -2.0% | -6.4% | +4.3% | -4.8% |
| 30D | -22.4% | -6.1% | -16.3% | -24.3% |
| 3M | -45.2% | +7.8% | -53.0% | -42.7% |
| 6M | -12.5% | -8.8% | -3.7% | -13.8% |
| YTD | -9.8% | -19.1% | +9.4% | -14.5% |
| 1Y | +30.0% | -24.8% | +54.7% | +21.1% |
| 3Y | +942.2% | -37.6% | +979.8% | +825.0% |
| All | +308.8% | -25.1% | +333.8% | +419.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling