+559.5%
RKLB vs KDP
+25.6%
+533.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.7% |
| 7D | -0.2% | +1.3% | -1.5% | -0.2% |
| 30D | -14.1% | +6.0% | -20.1% | -14.2% |
| 3M | -46.4% | +9.2% | -55.6% | -46.5% |
| 6M | -10.6% | +14.7% | -25.3% | -11.1% |
| YTD | -7.9% | +19.2% | -27.1% | -8.8% |
| 1Y | +49.5% | +15.2% | +34.3% | +48.3% |
| 3Y | +913.6% | +6.0% | +907.6% | +891.0% |
| 5Y | +375.3% | +5.4% | +369.9% | +380.0% |
| All | +559.5% | +25.6% | +533.8% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling