+204.4%
RKLB vs ON
+57.7%
+146.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.1% | -4.2% |
| 7D | 0.0% | -1.9% | +1.8% | +0.8% |
| 30D | -21.2% | -11.0% | -10.2% | -16.5% |
| 3M | -41.7% | -39.3% | -2.4% | -28.3% |
| 6M | -11.8% | +19.8% | -31.6% | -23.5% |
| YTD | -9.6% | +31.1% | -40.7% | -26.3% |
| 1Y | +34.1% | +46.0% | -11.9% | +2.5% |
| 3Y | +917.3% | -27.5% | +944.8% | +915.4% |
| 5Y | +204.4% | +56.9% | +147.5% | +103.1% |
| All | +204.4% | +57.7% | +146.7% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling