+576.0%
RKLB vs KMI
+193.6%
+382.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.5% |
| 7D | +5.3% | -0.4% | +5.7% | +5.5% |
| 30D | -20.5% | +3.7% | -24.1% | -22.1% |
| 3M | -42.0% | +3.2% | -45.2% | -44.0% |
| 6M | -6.0% | -3.0% | -3.1% | -6.0% |
| YTD | -5.6% | +19.7% | -25.2% | -17.1% |
| 1Y | +38.0% | +25.6% | +12.4% | +16.8% |
| 3Y | +962.4% | +120.2% | +842.2% | +597.8% |
| 5Y | +336.5% | +160.5% | +176.0% | +189.3% |
| All | +576.0% | +193.6% | +382.4% | +340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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