+308.8%
RKLB vs GM
+78.3%
+230.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.0% |
| 7D | -2.0% | -2.4% | +0.4% | -0.6% |
| 30D | -22.4% | -1.1% | -21.3% | -22.1% |
| 3M | -45.2% | +6.1% | -51.3% | -47.9% |
| 6M | -12.5% | +15.0% | -27.5% | -20.9% |
| YTD | -9.8% | +6.0% | -15.7% | -14.3% |
| 1Y | +30.0% | +47.1% | -17.1% | -2.0% |
| 3Y | +942.2% | +170.5% | +771.7% | +396.9% |
| All | +308.8% | +78.3% | +230.5% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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