+330.6%
RKLB vs GLDM
+107.1%
+223.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +15.9% | -4.6% | +20.6% | +19.1% |
| 30D | +4.0% | -5.5% | +9.4% | +7.2% |
| 3M | -23.2% | -10.9% | -12.3% | -18.1% |
| 6M | -50.4% | -17.3% | -33.1% | -44.7% |
| YTD | -11.8% | -10.2% | -1.6% | -3.3% |
| 1Y | +36.0% | -6.9% | +42.9% | +47.3% |
| 3Y | +1,321.0% | +98.7% | +1,222.4% | +994.0% |
| All | +330.6% | +107.1% | +223.5% | +179.0% |
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