+308.8%
RKLB vs KR
+52.3%
+256.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | +1.8% |
| 7D | -2.0% | -0.2% | -1.9% | -2.1% |
| 30D | -22.4% | +5.1% | -27.5% | -22.2% |
| 3M | -45.2% | -8.2% | -37.0% | -45.1% |
| 6M | -12.5% | -18.0% | +5.5% | -12.4% |
| YTD | -9.8% | -4.8% | -5.0% | -10.2% |
| 1Y | +30.0% | -11.0% | +41.0% | +29.7% |
| 3Y | +942.2% | +37.7% | +904.6% | +907.8% |
| All | +308.8% | +52.3% | +256.4% | +280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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