+535.9%
RKLB vs OPEN
-85.0%
+620.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +4.9% | -0.3% |
| 7D | -2.9% | -10.5% | +7.6% | -0.6% |
| 30D | -22.6% | -21.8% | -0.8% | -18.6% |
| 3M | -41.0% | -37.5% | -3.5% | -35.3% |
| 6M | -10.1% | -44.1% | +34.0% | +0.2% |
| YTD | -11.2% | -52.0% | +40.8% | +1.7% |
| 1Y | +34.2% | -52.2% | +86.4% | +40.7% |
| 3Y | +899.4% | -25.9% | +925.3% | +639.4% |
| 5Y | +231.5% | -85.1% | +316.6% | +189.3% |
| All | +535.9% | -85.0% | +620.8% | +491.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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