+546.0%
RKLB vs GSK
+67.4%
+478.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -3.5% | +1.5% | -1.9% |
| 30D | -22.4% | -3.4% | -19.0% | -22.4% |
| 3M | -45.2% | -8.1% | -37.0% | -45.0% |
| 6M | -12.5% | -11.1% | -1.4% | -12.3% |
| YTD | -9.8% | +0.7% | -10.5% | -9.6% |
| 1Y | +30.0% | +20.1% | +9.8% | +29.6% |
| 3Y | +942.2% | +46.1% | +896.1% | +926.4% |
| 5Y | +236.8% | +48.2% | +188.6% | +230.0% |
| All | +546.0% | +67.4% | +478.6% | +508.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 10y: compounded portfolio wealth divided by compounded GSK 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…
10y analysis · Full analysis span regression · 6 months rolling