+343.2%
RKLB vs GLDM
+143.3%
+199.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.3% |
| 7D | -0.2% | -0.5% | +0.3% | +0.1% |
| 30D | -14.1% | +4.4% | -18.5% | -16.5% |
| 3M | -46.4% | -1.1% | -45.4% | -46.1% |
| 6M | -10.6% | -13.7% | +3.0% | -3.7% |
| YTD | -7.9% | +2.8% | -10.6% | -6.6% |
| 1Y | +49.5% | +24.8% | +24.6% | +42.7% |
| 3Y | +913.6% | +127.8% | +785.8% | +623.9% |
| All | +343.2% | +143.3% | +199.9% | +187.1% |
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