+330.6%
RKLB vs GSK
+44.4%
+286.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.0% |
| 7D | +15.9% | +1.1% | +14.8% | +15.9% |
| 30D | +4.0% | +6.3% | -2.4% | +3.8% |
| 3M | -23.2% | +1.8% | -25.0% | -23.1% |
| 6M | -50.4% | +1.7% | -52.1% | -50.4% |
| YTD | -11.8% | +6.5% | -18.3% | -11.7% |
| 1Y | +36.0% | +9.5% | +26.5% | +35.9% |
| 3Y | +1,321.0% | +65.3% | +1,255.7% | +1,283.6% |
| All | +330.6% | +44.4% | +286.1% | +319.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling