+330.6%
RKLB vs KGC
+226.6%
+103.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +15.9% | -6.7% | +22.6% | +18.8% |
| 30D | +4.0% | -6.7% | +10.6% | +5.9% |
| 3M | -23.2% | -22.6% | -0.6% | -17.1% |
| 6M | -50.4% | -33.4% | -17.0% | -43.3% |
| YTD | -11.8% | -26.0% | +14.2% | -2.6% |
| 1Y | +36.0% | -18.3% | +54.3% | +45.6% |
| 3Y | +1,321.0% | +315.8% | +1,005.2% | +768.8% |
| All | +330.6% | +226.6% | +103.9% | +157.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling