+444.6%
RKLB vs GS
+330.4%
+114.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.7% |
| 7D | -3.0% | -3.2% | +0.2% | 0.0% |
| 30D | -26.2% | -2.4% | -23.8% | -24.2% |
| 3M | -29.9% | -15.7% | -14.1% | -18.0% |
| 6M | -37.3% | -6.8% | -30.5% | -33.1% |
| YTD | -23.9% | -0.1% | -23.9% | -23.2% |
| 1Y | +7.0% | +12.1% | -5.1% | -1.2% |
| 3Y | +1,120.0% | +185.8% | +934.2% | +474.6% |
| 5Y | +242.2% | +140.1% | +102.1% | +64.2% |
| All | +444.6% | +330.4% | +114.2% | +144.2% |
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