+504.1%
RKLB vs GS
+350.5%
+153.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.7% | +6.2% | +6.6% |
| 7D | +13.0% | +0.8% | +12.2% | +12.6% |
| 30D | -13.7% | +1.2% | -14.9% | -14.1% |
| 3M | -28.9% | -12.4% | -16.5% | -19.6% |
| 6M | -44.2% | -2.3% | -41.9% | -42.9% |
| YTD | -15.6% | +4.6% | -20.2% | -18.1% |
| 1Y | +14.0% | +17.5% | -3.5% | +1.1% |
| 3Y | +1,275.2% | +202.0% | +1,073.2% | +518.8% |
| 5Y | +296.6% | +152.4% | +144.3% | +82.9% |
| All | +504.1% | +350.5% | +153.6% | +160.4% |
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