+535.9%
RKLB vs O
+33.5%
+502.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -2.9% | -3.5% | +0.6% | -1.4% |
| 30D | -22.6% | -3.3% | -19.2% | -21.5% |
| 3M | -41.0% | -2.8% | -38.2% | -41.0% |
| 6M | -10.1% | -5.8% | -4.3% | -8.3% |
| YTD | -11.2% | +9.4% | -20.6% | -16.4% |
| 1Y | +34.2% | +5.7% | +28.5% | +28.5% |
| 3Y | +899.4% | +27.2% | +872.1% | +750.1% |
| 5Y | +231.5% | +17.2% | +214.3% | +212.5% |
| All | +535.9% | +33.5% | +502.4% | +470.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling