+547.3%
RKLB vs KMB
-11.3%
+558.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.1% | -4.7% |
| 7D | 0.0% | -8.6% | +8.6% | -1.1% |
| 30D | -21.2% | -7.5% | -13.7% | -21.9% |
| 3M | -41.7% | -0.6% | -41.1% | -41.8% |
| 6M | -11.8% | -1.5% | -10.2% | -11.9% |
| YTD | -9.6% | +1.6% | -11.2% | -9.4% |
| 1Y | +34.1% | -20.8% | +54.9% | +33.3% |
| 3Y | +917.3% | -12.4% | +929.7% | +904.8% |
| 5Y | +204.4% | -12.9% | +217.3% | +194.1% |
| All | +547.3% | -11.3% | +558.5% | +505.5% |
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