+34.1%
RKLB vs M
+30.1%
+4.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | -0.1% | -3.7% |
| 7D | 0.0% | -4.1% | +4.0% | +0.5% |
| 30D | -21.2% | -13.6% | -7.6% | -19.8% |
| 3M | -41.7% | -2.3% | -39.4% | -42.4% |
| 6M | -11.8% | +21.9% | -33.7% | -15.0% |
| YTD | -9.6% | -0.6% | -9.0% | -10.6% |
| 1Y | +34.1% | +29.7% | +4.4% | +33.4% |
| All | +34.1% | +30.1% | +4.0% | +33.4% |
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