+32.4%
RKLB vs KGC
-15.5%
+47.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +26.3% | +0.2% | +26.1% | +25.9% |
| 30D | +0.7% | -8.8% | +9.5% | +5.3% |
| 3M | -17.3% | -21.1% | +3.8% | -8.7% |
| 6M | -43.6% | -32.3% | -11.3% | -30.5% |
| YTD | -5.2% | -23.5% | +18.3% | -0.6% |
| All | +32.4% | -15.5% | +47.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling