+49.5%
RKLB vs KRE
+17.8%
+31.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | -0.2% | +1.3% | -1.5% | -0.9% |
| 30D | -14.1% | -2.7% | -11.4% | -12.8% |
| 3M | -46.4% | +8.2% | -54.6% | -50.2% |
| 6M | -10.6% | +12.8% | -23.5% | -20.1% |
| YTD | -7.9% | +17.5% | -25.4% | -20.5% |
| 1Y | +49.5% | +16.6% | +32.9% | +25.8% |
| All | +49.5% | +17.8% | +31.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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