+535.9%
RKLB vs OKE
+260.3%
+275.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -2.9% | 0.0% | -2.9% | -2.8% |
| 30D | -22.6% | +4.6% | -27.1% | -24.3% |
| 3M | -41.0% | +6.9% | -48.0% | -44.0% |
| 6M | -10.1% | +15.8% | -25.9% | -19.8% |
| YTD | -11.2% | +35.2% | -46.4% | -28.1% |
| 1Y | +34.2% | +37.6% | -3.4% | +6.7% |
| 3Y | +899.4% | +72.0% | +827.3% | +620.1% |
| 5Y | +231.5% | +139.0% | +92.6% | +105.9% |
| All | +535.9% | +260.3% | +275.6% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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