+942.2%
RKLB vs KMX
-25.1%
+967.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | -2.0% | -3.1% | +1.1% | -0.9% |
| 30D | -22.4% | +4.4% | -26.9% | -24.0% |
| 3M | -45.2% | +18.9% | -64.1% | -49.5% |
| 6M | -12.5% | +44.3% | -56.8% | -27.1% |
| YTD | -9.8% | +58.7% | -68.5% | -27.9% |
| 1Y | +30.0% | +0.1% | +29.9% | +23.7% |
| 3Y | +942.2% | -24.4% | +966.6% | +888.9% |
| All | +942.2% | -25.1% | +967.3% | +888.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 3y: compounded portfolio wealth divided by compounded KMX 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…
3y analysis · Full analysis span regression · 6 months rolling