+535.9%
RKLB vs ON
+141.5%
+394.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.2% |
| 7D | -2.9% | -4.7% | +1.8% | -0.7% |
| 30D | -22.6% | -13.5% | -9.1% | -16.9% |
| 3M | -41.0% | -36.3% | -4.7% | -29.4% |
| 6M | -10.1% | +17.8% | -27.9% | -20.9% |
| YTD | -11.2% | +29.6% | -40.8% | -26.6% |
| 1Y | +34.2% | +45.8% | -11.6% | +3.8% |
| 3Y | +899.4% | -28.3% | +927.7% | +901.9% |
| 5Y | +231.5% | +49.6% | +181.9% | +126.6% |
| All | +535.9% | +141.5% | +394.4% | +319.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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