+29.1%
RKLB vs GS
+18.4%
+10.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +3.3% |
| 7D | +26.3% | -0.1% | +26.4% | +27.3% |
| 30D | +0.7% | +3.7% | -3.0% | -2.7% |
| 3M | -17.3% | -10.0% | -7.4% | -6.5% |
| 6M | -43.6% | -1.0% | -42.6% | -44.8% |
| YTD | -5.2% | +7.0% | -12.2% | -21.0% |
| 1Y | +29.1% | +16.6% | +12.5% | -5.6% |
| All | +29.1% | +18.4% | +10.7% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling