+559.5%
RKLB vs ONTO
+503.4%
+56.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.5% | -2.3% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | -14.1% | -2.9% | -11.2% | -13.8% |
| 3M | -46.4% | -2.5% | -44.0% | -47.5% |
| 6M | -10.6% | +28.2% | -38.8% | -24.1% |
| YTD | -7.9% | +69.8% | -77.7% | -31.4% |
| 1Y | +49.5% | +162.9% | -113.4% | -9.4% |
| 3Y | +913.6% | +95.9% | +817.6% | +505.4% |
| 5Y | +375.3% | +244.5% | +130.8% | +105.9% |
| All | +559.5% | +503.4% | +56.1% | +165.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling