+559.5%
RKLB vs GSK
+73.6%
+485.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.8% |
| 7D | -0.2% | -1.8% | +1.6% | -0.1% |
| 30D | -14.1% | -2.2% | -11.9% | -14.0% |
| 3M | -46.4% | -1.8% | -44.6% | -46.4% |
| 6M | -10.6% | -10.6% | 0.0% | -10.5% |
| YTD | -7.9% | +4.4% | -12.3% | -7.8% |
| 1Y | +49.5% | +30.4% | +19.1% | +48.7% |
| 3Y | +913.6% | +60.1% | +853.5% | +895.0% |
| 5Y | +375.3% | +46.8% | +328.5% | +366.2% |
| All | +559.5% | +73.6% | +485.9% | +520.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling