+302.3%
RKLB vs KO
+82.7%
+219.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.7% |
| 7D | -2.9% | -1.1% | -1.8% | -3.1% |
| 30D | -22.6% | +1.6% | -24.1% | -22.3% |
| 3M | -41.0% | +5.8% | -46.8% | -40.4% |
| 6M | -10.1% | +14.3% | -24.4% | -8.3% |
| YTD | -11.2% | +27.3% | -38.5% | -9.1% |
| 1Y | +34.2% | +33.2% | +1.0% | +37.0% |
| 3Y | +899.4% | +64.5% | +834.9% | +834.3% |
| All | +302.3% | +82.7% | +219.6% | +341.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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