+231.5%
RKLB vs OMC
+31.0%
+200.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.2% | -2.5% |
| 7D | -2.9% | -6.2% | +3.3% | +0.1% |
| 30D | -22.6% | -7.6% | -15.0% | -19.9% |
| 3M | -41.0% | +7.4% | -48.4% | -44.4% |
| 6M | -10.1% | +0.1% | -10.3% | -12.2% |
| YTD | -11.2% | +0.4% | -11.6% | -14.9% |
| 1Y | +34.2% | +7.8% | +26.4% | +21.3% |
| 3Y | +899.4% | +11.8% | +887.5% | +750.1% |
| 5Y | +231.5% | +32.5% | +199.1% | +180.3% |
| All | +231.5% | +31.0% | +200.6% | +180.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling