+1,321.0%
RKLB vs KRE
+91.7%
+1,229.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.2% |
| 7D | +15.9% | +0.7% | +15.2% | +15.3% |
| 30D | +4.0% | +6.1% | -2.2% | -1.7% |
| 3M | -23.2% | -5.9% | -17.3% | -18.9% |
| 6M | -50.4% | +9.6% | -60.0% | -55.3% |
| YTD | -11.8% | +14.2% | -26.0% | -24.2% |
| 1Y | +36.0% | +22.5% | +13.5% | +9.2% |
| 3Y | +1,321.0% | +90.4% | +1,230.7% | +753.2% |
| All | +1,321.0% | +91.7% | +1,229.3% | +753.2% |
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