+535.9%
RKLB vs GNRC
-17.3%
+553.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -0.4% |
| 7D | -2.9% | -0.7% | -2.2% | -2.5% |
| 30D | -22.6% | -15.8% | -6.7% | -15.2% |
| 3M | -41.0% | -24.0% | -17.0% | -32.7% |
| 6M | -10.1% | -13.8% | +3.7% | -4.5% |
| YTD | -11.2% | +33.2% | -44.4% | -27.0% |
| 1Y | +34.2% | -1.8% | +36.0% | +29.6% |
| 3Y | +899.4% | +57.7% | +841.6% | +641.7% |
| 5Y | +231.5% | -59.7% | +291.3% | +320.9% |
| All | +535.9% | -17.3% | +553.2% | +631.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling