+546.0%
RKLB vs GNRC
-14.9%
+560.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | 0.0% |
| 7D | -2.0% | -0.2% | -1.8% | -1.9% |
| 30D | -22.4% | -15.7% | -6.7% | -15.2% |
| 3M | -45.2% | -27.3% | -17.8% | -36.0% |
| 6M | -12.5% | -12.1% | -0.5% | -8.1% |
| YTD | -9.8% | +37.1% | -46.9% | -26.9% |
| 1Y | +30.0% | -0.5% | +30.4% | +24.6% |
| 3Y | +942.2% | +61.5% | +880.7% | +663.7% |
| 5Y | +236.8% | -58.6% | +295.4% | +321.0% |
| All | +546.0% | -14.9% | +560.9% | +631.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 10y: compounded portfolio wealth divided by compounded GNRC 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…
10y analysis · Full analysis span regression · 6 months rolling