+557.5%
RKLB vs KMB
-3.6%
+561.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.4% |
| 7D | +39.3% | -3.0% | +42.3% | +38.6% |
| 30D | -0.2% | +9.1% | -9.3% | +1.2% |
| 3M | -21.1% | -0.4% | -20.7% | -20.8% |
| 6M | -45.5% | +13.0% | -58.5% | -44.5% |
| YTD | -8.2% | +10.3% | -18.5% | -6.7% |
| 1Y | +28.2% | +8.2% | +20.0% | +30.2% |
| 3Y | +1,366.1% | +0.4% | +1,365.8% | +1,367.1% |
| 5Y | +345.9% | -2.7% | +348.6% | +342.7% |
| All | +557.5% | -3.6% | +561.2% | +523.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling