+329.8%
RKLB vs GLDM
+116.0%
+213.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.6% | +9.2% | +8.1% |
| 7D | +15.2% | +2.9% | +12.3% | +12.8% |
| 30D | -8.1% | -3.9% | -4.2% | -6.0% |
| 3M | -21.7% | -8.1% | -13.5% | -17.9% |
| 6M | -40.5% | -14.7% | -25.8% | -34.9% |
| YTD | -10.1% | -6.6% | -3.5% | -3.7% |
| 1Y | +20.8% | -2.1% | +22.9% | +27.4% |
| 3Y | +1,335.0% | +107.7% | +1,227.3% | +978.9% |
| 5Y | +329.8% | +116.5% | +213.3% | +183.4% |
| All | +329.8% | +116.0% | +213.8% | +183.4% |
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