+535.9%
RKLB vs NYT
+70.3%
+465.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -2.9% | -0.7% | -2.2% | -2.5% |
| 30D | -22.6% | +4.5% | -27.0% | -24.2% |
| 3M | -41.0% | -8.5% | -32.5% | -39.6% |
| 6M | -10.1% | -15.1% | +4.9% | -5.3% |
| YTD | -11.2% | -3.3% | -7.9% | -13.2% |
| 1Y | +34.2% | +17.0% | +17.2% | +17.7% |
| 3Y | +899.4% | +55.7% | +843.7% | +616.3% |
| 5Y | +231.5% | +38.9% | +192.7% | +132.7% |
| All | +535.9% | +70.3% | +465.6% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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