+547.3%
RKLB vs KR
+92.5%
+454.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -4.3% |
| 7D | 0.0% | -3.1% | +3.0% | -0.1% |
| 30D | -21.2% | +0.6% | -21.8% | -21.2% |
| 3M | -41.7% | -9.8% | -31.9% | -41.6% |
| 6M | -11.8% | -22.1% | +10.4% | -11.2% |
| YTD | -9.6% | -8.1% | -1.5% | -10.1% |
| 1Y | +34.1% | -14.7% | +48.8% | +34.0% |
| 3Y | +917.3% | +28.6% | +888.7% | +870.4% |
| 5Y | +204.4% | +36.4% | +168.0% | +192.8% |
| All | +547.3% | +92.5% | +454.8% | +478.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling