+372.0%
RKLB vs GS
+332.0%
+40.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -6.4% | -5.8% | -6.4% |
| 7D | -22.2% | -6.3% | -15.8% | -17.2% |
| 30D | -38.7% | -3.1% | -35.6% | -36.6% |
| 3M | -38.5% | -17.7% | -20.9% | -26.6% |
| 6M | -41.6% | -4.6% | -37.1% | -38.9% |
| YTD | -34.1% | +0.3% | -34.4% | -33.7% |
| 1Y | -18.5% | +11.7% | -30.2% | -24.4% |
| 3Y | +897.6% | +183.6% | +714.0% | +372.2% |
| 5Y | +196.5% | +141.0% | +55.6% | +41.9% |
| All | +372.0% | +332.0% | +40.0% | +111.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling