+255.2%
RKLB vs M
-11.5%
+266.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -4.6% | +20.0% | +16.9% |
| 7D | -3.0% | -4.3% | +1.2% | -1.9% |
| 30D | -26.2% | +1.3% | -27.5% | -27.0% |
| 3M | -29.9% | -7.4% | -22.5% | -28.7% |
| 6M | -37.3% | +18.3% | -55.6% | -42.2% |
| YTD | -23.9% | +7.6% | -31.5% | -28.2% |
| 1Y | +7.0% | +17.4% | -10.4% | -2.5% |
| 3Y | +1,120.0% | +108.4% | +1,011.6% | +720.0% |
| All | +255.2% | -11.5% | +266.7% | +186.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling