+547.3%
RKLB vs KKR
+179.9%
+367.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.1% |
| 7D | 0.0% | -2.2% | +2.2% | +1.5% |
| 30D | -21.2% | +0.3% | -21.5% | -22.0% |
| 3M | -41.7% | +8.8% | -50.5% | -46.3% |
| 6M | -11.8% | +14.9% | -26.7% | -22.3% |
| YTD | -9.6% | -17.9% | +8.3% | +1.5% |
| 1Y | +34.1% | -23.7% | +57.8% | +59.0% |
| 3Y | +917.3% | +69.1% | +848.2% | +543.6% |
| 5Y | +204.4% | +72.6% | +131.8% | +92.8% |
| All | +547.3% | +179.9% | +367.4% | +267.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling