+559.5%
RKLB vs KRE
+77.0%
+482.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.3% |
| 7D | -0.2% | +1.3% | -1.5% | -1.2% |
| 30D | -14.1% | -2.7% | -11.4% | -12.3% |
| 3M | -46.4% | +8.2% | -54.6% | -50.4% |
| 6M | -10.6% | +12.8% | -23.5% | -19.5% |
| YTD | -7.9% | +17.5% | -25.4% | -20.1% |
| 1Y | +49.5% | +16.6% | +32.9% | +30.4% |
| 3Y | +913.6% | +79.5% | +834.1% | +554.6% |
| 5Y | +375.3% | +32.4% | +342.9% | +289.6% |
| All | +559.5% | +77.0% | +482.4% | +430.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling