+49.5%
RKLB vs KNX
+68.2%
-18.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | -0.6% |
| 7D | -0.2% | +7.4% | -7.6% | -2.7% |
| 30D | -14.1% | +2.0% | -16.1% | -14.7% |
| 3M | -46.4% | -7.9% | -38.6% | -45.0% |
| 6M | -10.6% | +14.4% | -25.0% | -16.9% |
| YTD | -7.9% | +38.9% | -46.8% | -19.1% |
| 1Y | +49.5% | +65.9% | -16.4% | +18.2% |
| All | +49.5% | +68.2% | -18.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1y: compounded portfolio wealth divided by compounded KNX 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…
1y analysis · Full analysis span regression · 6 months rolling