+330.6%
RKLB vs ONTO
+124.4%
+206.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -2.4% |
| 7D | +15.9% | +17.5% | -1.6% | +6.6% |
| 30D | +4.0% | -15.7% | +19.6% | +13.7% |
| 3M | -23.2% | -39.7% | +16.5% | -1.6% |
| 6M | -50.4% | -26.5% | -24.0% | -44.8% |
| YTD | -11.8% | +29.0% | -40.8% | -26.4% |
| 1Y | +36.0% | +57.0% | -21.0% | +3.2% |
| 3Y | +1,321.0% | +50.0% | +1,271.0% | +817.1% |
| All | +330.6% | +124.4% | +206.2% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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