+308.8%
RKLB vs KKR
+64.7%
+244.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -2.0% | -6.2% | +4.1% | +2.8% |
| 30D | -22.4% | -8.9% | -13.6% | -17.2% |
| 3M | -45.2% | +6.3% | -51.4% | -48.8% |
| 6M | -12.5% | +16.5% | -29.0% | -24.2% |
| YTD | -9.8% | -20.3% | +10.5% | +4.1% |
| 1Y | +30.0% | -29.8% | +59.8% | +66.0% |
| 3Y | +942.2% | +63.2% | +879.0% | +545.0% |
| All | +308.8% | +64.7% | +244.0% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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