+237.5%
RKLB vs KMX
-55.0%
+292.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.0% |
| 7D | 0.0% | -1.9% | +1.8% | +0.7% |
| 30D | -21.2% | +2.6% | -23.8% | -22.5% |
| 3M | -41.7% | +25.6% | -67.3% | -48.5% |
| 6M | -11.8% | +41.9% | -53.6% | -27.8% |
| YTD | -9.6% | +56.0% | -65.6% | -29.6% |
| 1Y | +34.1% | -1.8% | +35.9% | +27.4% |
| 3Y | +917.3% | -25.7% | +943.0% | +970.3% |
| All | +237.5% | -55.0% | +292.5% | +304.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling