+884.1%
RKLB vs GS
+239.2%
+644.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -0.2% | +0.9% | -1.1% | -1.3% |
| 30D | -14.1% | -1.6% | -12.5% | -12.8% |
| 3M | -46.4% | -4.5% | -42.0% | -43.9% |
| 6M | -10.6% | +20.9% | -31.5% | -27.5% |
| YTD | -7.9% | +19.9% | -27.8% | -25.0% |
| 1Y | +49.5% | +41.4% | +8.1% | +2.8% |
| All | +884.1% | +239.2% | +644.9% | +197.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling