+531.5%
RKLB vs GRMN
+177.3%
+354.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.3% |
| 7D | +15.9% | -0.9% | +16.8% | +16.7% |
| 30D | +4.0% | +1.2% | +2.8% | +2.7% |
| 3M | -23.2% | -8.9% | -14.3% | -19.1% |
| 6M | -50.4% | +23.0% | -73.4% | -58.1% |
| YTD | -11.8% | +41.2% | -53.0% | -32.0% |
| 1Y | +36.0% | +47.5% | -11.5% | +2.2% |
| 3Y | +1,321.0% | +155.8% | +1,165.3% | +512.2% |
| 5Y | +328.2% | +120.2% | +208.0% | +88.8% |
| All | +531.5% | +177.3% | +354.2% | +116.5% |
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