+504.1%
RKLB vs GLDM
+127.9%
+376.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.9% | +9.0% | +9.8% |
| 7D | +13.0% | +5.0% | +8.1% | +9.7% |
| 30D | -13.7% | -1.3% | -12.4% | -13.1% |
| 3M | -28.9% | -4.7% | -24.2% | -27.2% |
| 6M | -44.2% | -12.4% | -31.8% | -40.0% |
| YTD | -15.6% | -4.1% | -11.6% | -11.2% |
| 1Y | +14.0% | +3.3% | +10.6% | +17.1% |
| 3Y | +1,275.2% | +110.9% | +1,164.3% | +951.9% |
| 5Y | +296.6% | +124.8% | +171.9% | +182.0% |
| All | +504.1% | +127.9% | +376.2% | +320.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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