+343.2%
RKLB vs M
+27.3%
+315.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.1% |
| 7D | -0.2% | +4.7% | -4.9% | -1.7% |
| 30D | -14.1% | -9.6% | -4.5% | -11.3% |
| 3M | -46.4% | +0.9% | -47.3% | -47.1% |
| 6M | -10.6% | +22.3% | -32.9% | -17.7% |
| YTD | -7.9% | +6.5% | -14.4% | -11.9% |
| 1Y | +49.5% | +38.8% | +10.7% | +29.7% |
| 3Y | +913.6% | +115.9% | +797.7% | +595.5% |
| All | +343.2% | +27.3% | +315.9% | +266.5% |
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