+531.5%
RKLB vs M
+173.5%
+358.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.4% |
| 7D | +15.9% | +7.0% | +8.9% | +14.0% |
| 30D | +4.0% | +8.9% | -4.9% | +1.3% |
| 3M | -23.2% | +4.5% | -27.7% | -24.5% |
| 6M | -50.4% | +36.2% | -86.6% | -55.1% |
| YTD | -11.8% | +15.1% | -26.9% | -17.0% |
| 1Y | +36.0% | +27.4% | +8.5% | +24.2% |
| 3Y | +1,321.0% | +160.1% | +1,160.9% | +914.9% |
| 5Y | +328.2% | -1.6% | +329.8% | +260.5% |
| All | +531.5% | +173.5% | +358.0% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 10y: compounded portfolio wealth divided by compounded M 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…
10y analysis · Full analysis span regression · 6 months rolling