+557.5%
RKLB vs KDP
+37.5%
+520.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.4% | +4.3% | -3.4% |
| 7D | +39.3% | -4.0% | +43.3% | +39.2% |
| 30D | -0.2% | +8.5% | -8.7% | 0.0% |
| 3M | -21.1% | +20.7% | -41.8% | -20.9% |
| 6M | -45.5% | +23.2% | -68.7% | -45.6% |
| YTD | -8.2% | +30.5% | -38.6% | -8.8% |
| 1Y | +28.2% | +35.9% | -7.7% | +26.9% |
| 3Y | +1,366.1% | +24.8% | +1,341.3% | +1,306.0% |
| 5Y | +345.9% | +13.4% | +332.5% | +352.6% |
| All | +557.5% | +37.5% | +520.0% | +508.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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