+559.5%
RKLB vs M
+153.1%
+406.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | 0.0% |
| 7D | -0.2% | +4.7% | -4.9% | -1.4% |
| 30D | -14.1% | -9.6% | -4.5% | -11.8% |
| 3M | -46.4% | +0.9% | -47.3% | -47.0% |
| 6M | -10.6% | +22.3% | -32.9% | -16.3% |
| YTD | -7.9% | +6.5% | -14.4% | -11.1% |
| 1Y | +49.5% | +38.8% | +10.7% | +33.5% |
| 3Y | +913.6% | +115.9% | +797.7% | +663.8% |
| 5Y | +375.3% | +28.6% | +346.7% | +305.7% |
| All | +559.5% | +153.1% | +406.4% | +460.3% |
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