+543.6%
RKLB vs GS
+352.5%
+191.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.1% |
| 7D | +15.2% | +1.6% | +13.6% | +14.0% |
| 30D | -8.1% | +1.7% | -9.7% | -8.8% |
| 3M | -21.7% | -11.6% | -10.1% | -12.1% |
| 6M | -40.5% | -1.9% | -38.6% | -39.4% |
| YTD | -10.1% | +5.1% | -15.2% | -13.1% |
| 1Y | +20.8% | +16.4% | +4.4% | +8.1% |
| 3Y | +1,335.0% | +199.0% | +1,136.1% | +549.5% |
| 5Y | +329.8% | +157.4% | +172.4% | +97.1% |
| All | +543.6% | +352.5% | +191.1% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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