+364.9%
RKLB vs ON
+27.1%
+337.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.8% | -0.3% | +2.5% |
| 7D | +26.3% | +3.3% | +23.0% | +24.7% |
| 30D | +0.7% | -3.1% | +3.8% | +3.1% |
| 3M | -17.3% | -9.2% | -8.1% | -13.1% |
| 6M | -43.6% | -31.4% | -12.3% | -35.0% |
| YTD | -5.2% | +36.0% | -41.1% | -24.5% |
| 1Y | +29.1% | +52.0% | -22.9% | -2.9% |
| 3Y | +1,413.7% | +9.3% | +1,404.5% | +1,111.0% |
| 5Y | +364.9% | +26.5% | +338.4% | +208.1% |
| All | +364.9% | +27.1% | +337.8% | +208.1% |
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