+559.5%
RKLB vs GRMN
+170.4%
+389.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | -2.9% | +2.7% | +1.6% |
| 30D | -14.1% | -8.4% | -5.7% | -9.2% |
| 3M | -46.4% | +15.0% | -61.4% | -52.3% |
| 6M | -10.6% | +11.2% | -21.8% | -18.2% |
| YTD | -7.9% | +37.7% | -45.6% | -27.4% |
| 1Y | +49.5% | +18.5% | +31.0% | +29.4% |
| 3Y | +913.6% | +175.8% | +737.8% | +300.2% |
| 5Y | +375.3% | +75.1% | +300.2% | +142.7% |
| All | +559.5% | +170.4% | +389.1% | +131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling