+546.0%
RKLB vs OMC
+56.1%
+489.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -2.0% | -4.4% | +2.3% | 0.0% |
| 30D | -22.4% | -7.6% | -14.8% | -19.9% |
| 3M | -45.2% | +4.5% | -49.7% | -47.5% |
| 6M | -12.5% | -0.3% | -12.3% | -14.3% |
| YTD | -9.8% | -0.1% | -9.6% | -13.2% |
| 1Y | +30.0% | +4.6% | +25.3% | +20.3% |
| 3Y | +942.2% | +10.5% | +931.8% | +810.2% |
| 5Y | +236.8% | +31.7% | +205.1% | +171.1% |
| All | +546.0% | +56.1% | +489.9% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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