+559.5%
RKLB vs KEY
+82.1%
+477.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -0.2% | +2.2% | -2.4% | -1.4% |
| 30D | -14.1% | -3.0% | -11.1% | -12.7% |
| 3M | -46.4% | +3.3% | -49.8% | -47.7% |
| 6M | -10.6% | +9.2% | -19.8% | -14.8% |
| YTD | -7.9% | +10.6% | -18.5% | -12.9% |
| 1Y | +49.5% | +20.4% | +29.1% | +35.5% |
| 3Y | +913.6% | +121.8% | +791.7% | +600.1% |
| 5Y | +375.3% | +41.1% | +334.2% | +294.7% |
| All | +559.5% | +82.1% | +477.4% | +440.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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