+578.9%
RKLB vs KGC
+243.4%
+335.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +26.3% | +0.2% | +26.1% | +26.1% |
| 30D | +0.7% | -8.8% | +9.5% | +3.3% |
| 3M | -17.3% | -21.1% | +3.8% | -12.0% |
| 6M | -43.6% | -32.3% | -11.3% | -36.8% |
| YTD | -5.2% | -23.5% | +18.3% | +2.6% |
| 1Y | +29.1% | -15.0% | +44.1% | +36.0% |
| 3Y | +1,413.7% | +327.5% | +1,086.2% | +915.0% |
| 5Y | +364.9% | +244.3% | +120.6% | +194.6% |
| All | +578.9% | +243.4% | +335.4% | +331.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling