+204.4%
RKLB vs GRMN
+75.7%
+128.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.5% |
| 7D | 0.0% | -1.4% | +1.4% | +0.8% |
| 30D | -21.2% | -13.1% | -8.1% | -14.2% |
| 3M | -41.7% | +14.9% | -56.7% | -48.0% |
| 6M | -11.8% | +13.1% | -24.9% | -20.0% |
| YTD | -9.6% | +35.3% | -44.9% | -27.6% |
| 1Y | +34.1% | +16.0% | +18.1% | +18.0% |
| 3Y | +917.3% | +179.6% | +737.7% | +296.2% |
| 5Y | +204.4% | +75.0% | +129.4% | +13.4% |
| All | +204.4% | +75.7% | +128.7% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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