+547.3%
RKLB vs M
+136.2%
+411.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | -0.1% | -3.1% |
| 7D | 0.0% | -4.1% | +4.0% | +1.0% |
| 30D | -21.2% | -13.6% | -7.6% | -18.2% |
| 3M | -41.7% | -2.3% | -39.4% | -41.9% |
| 6M | -11.8% | +21.9% | -33.7% | -17.3% |
| YTD | -9.6% | -0.6% | -9.0% | -11.1% |
| 1Y | +34.1% | +29.7% | +4.4% | +21.9% |
| 3Y | +917.3% | +107.3% | +810.0% | +675.0% |
| 5Y | +204.4% | +20.5% | +183.9% | +164.6% |
| All | +547.3% | +136.2% | +411.1% | +460.0% |
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