+925.8%
RKLB vs KRE
+84.1%
+841.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.2% |
| 7D | -2.9% | -1.4% | -1.5% | -1.6% |
| 30D | -22.6% | -3.9% | -18.7% | -19.6% |
| 3M | -41.0% | +3.6% | -44.7% | -43.9% |
| 6M | -10.1% | +15.4% | -25.5% | -22.7% |
| YTD | -11.2% | +15.2% | -26.4% | -24.3% |
| 1Y | +34.2% | +16.5% | +17.7% | +13.1% |
| All | +925.8% | +84.1% | +841.8% | +450.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling