+559.5%
RKLB vs KMX
-35.0%
+594.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.3% |
| 7D | -0.2% | +1.9% | -2.1% | -1.0% |
| 30D | -14.1% | +11.7% | -25.8% | -18.5% |
| 3M | -46.4% | +34.9% | -81.3% | -53.9% |
| 6M | -10.6% | +50.3% | -60.9% | -27.9% |
| YTD | -7.9% | +63.8% | -71.7% | -28.8% |
| 1Y | +49.5% | +3.8% | +45.6% | +38.9% |
| 3Y | +913.6% | -24.3% | +937.8% | +956.9% |
| 5Y | +375.3% | -50.2% | +425.5% | +434.3% |
| All | +559.5% | -35.0% | +594.5% | +635.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling