+559.5%
RKLB vs O
+37.2%
+522.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | -0.2% | -0.7% | +0.5% | +0.1% |
| 30D | -14.1% | -1.9% | -12.2% | -13.4% |
| 3M | -46.4% | +3.8% | -50.3% | -48.2% |
| 6M | -10.6% | -4.7% | -5.9% | -9.2% |
| YTD | -7.9% | +12.5% | -20.4% | -14.3% |
| 1Y | +49.5% | +10.8% | +38.6% | +39.9% |
| 3Y | +913.6% | +28.8% | +884.8% | +758.6% |
| 5Y | +375.3% | +13.2% | +362.1% | +334.8% |
| All | +559.5% | +37.2% | +522.3% | +484.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling