+547.3%
RKLB vs KDP
+23.7%
+523.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -4.2% |
| 7D | 0.0% | -1.6% | +1.5% | 0.0% |
| 30D | -21.2% | +9.5% | -30.7% | -21.3% |
| 3M | -41.7% | +2.6% | -44.4% | -41.7% |
| 6M | -11.8% | +15.6% | -27.4% | -12.4% |
| YTD | -9.6% | +17.3% | -26.9% | -10.5% |
| 1Y | +34.1% | +20.1% | +14.0% | +32.3% |
| 3Y | +917.3% | +4.9% | +912.4% | +893.1% |
| 5Y | +204.4% | +5.0% | +199.4% | +208.1% |
| All | +547.3% | +23.7% | +523.6% | +497.2% |
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