+296.6%
RKLB vs KMB
+2.6%
+294.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.2% | +7.7% | +11.4% |
| 7D | +13.0% | +3.4% | +9.6% | +13.7% |
| 30D | -13.7% | +14.7% | -28.4% | -12.0% |
| 3M | -28.9% | +3.3% | -32.2% | -28.3% |
| 6M | -44.2% | +16.8% | -61.0% | -43.1% |
| YTD | -15.6% | +15.2% | -30.8% | -14.0% |
| 1Y | +14.0% | +13.3% | +0.7% | +16.1% |
| 3Y | +1,275.2% | +5.4% | +1,269.8% | +1,263.7% |
| 5Y | +296.6% | +2.7% | +293.9% | +304.9% |
| All | +296.6% | +2.6% | +294.1% | +304.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling