+13.4%
RKLB vs M
+25.7%
-12.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.1% | +2.8% | +9.9% |
| 7D | +13.0% | +2.5% | +10.5% | +12.8% |
| 30D | -13.7% | +10.1% | -23.8% | -14.6% |
| 3M | -28.9% | -0.9% | -28.0% | -28.8% |
| 6M | -44.2% | +30.2% | -74.4% | -47.4% |
| YTD | -15.6% | +16.3% | -31.9% | -18.2% |
| All | +13.4% | +25.7% | -12.3% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling