-7.4%
RKLB vs KRE
+27.2%
-34.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.7% |
| 7D | -10.6% | +2.8% | -13.4% | -12.0% |
| 30D | -28.3% | +5.3% | -33.6% | -30.5% |
| 3M | -29.7% | -4.2% | -25.5% | -27.7% |
| 6M | -34.8% | +8.7% | -43.5% | -40.5% |
| YTD | -24.9% | +16.4% | -41.3% | -38.6% |
| 1Y | -7.4% | +26.9% | -34.3% | -34.3% |
| All | -7.4% | +27.2% | -34.6% | -34.3% |
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