+34.2%
RKLB vs KGC
+28.8%
+5.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | +0.7% |
| 7D | -2.9% | -8.4% | +5.5% | +2.1% |
| 30D | -22.6% | +6.3% | -28.9% | -26.5% |
| 3M | -41.0% | +22.4% | -63.5% | -48.9% |
| 6M | -10.1% | -11.4% | +1.3% | -5.8% |
| YTD | -11.2% | +3.1% | -14.3% | -14.1% |
| 1Y | +34.2% | +26.6% | +7.6% | +15.8% |
| All | +34.2% | +28.8% | +5.4% | +15.8% |
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