+330.6%
RKLB vs GS
+154.8%
+175.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.3% |
| 7D | +15.9% | +5.9% | +10.1% | +9.7% |
| 30D | +4.0% | +4.3% | -0.3% | +0.3% |
| 3M | -23.2% | -11.7% | -11.5% | -12.5% |
| 6M | -50.4% | -3.2% | -47.3% | -49.0% |
| YTD | -11.8% | +5.8% | -17.6% | -16.5% |
| 1Y | +36.0% | +16.0% | +20.0% | +18.7% |
| 3Y | +1,321.0% | +199.8% | +1,121.3% | +423.4% |
| All | +330.6% | +154.8% | +175.7% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling