+255.2%
RKLB vs GLDM
+121.8%
+133.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.8% | +16.2% | +15.9% |
| 7D | -3.0% | +4.7% | -7.7% | -6.1% |
| 30D | -26.2% | -0.9% | -25.3% | -25.9% |
| 3M | -29.9% | -4.3% | -25.6% | -28.3% |
| 6M | -37.3% | -13.4% | -23.9% | -31.9% |
| YTD | -23.9% | -5.8% | -18.1% | -18.8% |
| 1Y | +7.0% | +2.1% | +4.9% | +11.2% |
| 3Y | +1,120.0% | +105.0% | +1,015.0% | +824.6% |
| All | +255.2% | +121.8% | +133.5% | +139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling