+543.6%
RKLB vs M
+177.7%
+365.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.0% | +6.4% |
| 7D | +15.2% | +5.0% | +10.2% | +13.7% |
| 30D | -8.1% | +10.6% | -18.7% | -10.8% |
| 3M | -21.7% | +1.6% | -23.2% | -22.4% |
| 6M | -40.5% | +30.8% | -71.4% | -45.6% |
| YTD | -10.1% | +16.9% | -27.0% | -15.7% |
| 1Y | +20.8% | +26.3% | -5.4% | +10.7% |
| 3Y | +1,335.0% | +158.6% | +1,176.4% | +926.8% |
| 5Y | +329.8% | +2.1% | +327.7% | +260.3% |
| All | +543.6% | +177.7% | +365.9% | +431.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling