+576.0%
RKLB vs KO
+97.4%
+478.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.6% |
| 7D | +5.3% | +0.4% | +4.9% | +5.4% |
| 30D | -20.5% | +1.5% | -22.0% | -20.3% |
| 3M | -42.0% | +11.8% | -53.8% | -41.2% |
| 6M | -6.0% | +16.2% | -22.3% | -4.3% |
| YTD | -5.6% | +28.1% | -33.7% | -3.7% |
| 1Y | +38.0% | +34.8% | +3.3% | +40.4% |
| 3Y | +962.4% | +65.5% | +897.0% | +905.8% |
| 5Y | +336.5% | +81.6% | +254.9% | +347.1% |
| All | +576.0% | +97.4% | +478.6% | +510.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling