+559.5%
RKLB vs OMC
+63.3%
+496.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.9% |
| 7D | -0.2% | -6.4% | +6.2% | +2.7% |
| 30D | -14.1% | +1.1% | -15.2% | -14.8% |
| 3M | -46.4% | +10.4% | -56.8% | -50.0% |
| 6M | -10.6% | -1.7% | -8.9% | -11.5% |
| YTD | -7.9% | +4.4% | -12.3% | -13.2% |
| 1Y | +49.5% | +8.4% | +41.0% | +36.4% |
| 3Y | +913.6% | +14.4% | +899.2% | +772.3% |
| 5Y | +375.3% | +33.9% | +341.4% | +278.2% |
| All | +559.5% | +63.3% | +496.2% | +403.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling