+543.6%
RKLB vs KDP
+46.0%
+497.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.8% | +6.6% |
| 7D | +15.2% | +8.2% | +7.0% | +15.7% |
| 30D | -8.1% | +18.4% | -26.4% | -7.6% |
| 3M | -21.7% | +29.2% | -50.9% | -21.4% |
| 6M | -40.5% | +32.3% | -72.8% | -40.6% |
| YTD | -10.1% | +38.5% | -48.6% | -10.6% |
| 1Y | +20.8% | +48.5% | -27.7% | +19.4% |
| 3Y | +1,335.0% | +32.5% | +1,302.5% | +1,278.8% |
| 5Y | +329.8% | +19.7% | +310.1% | +337.3% |
| All | +543.6% | +46.0% | +497.6% | +496.7% |
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