+962.4%
RKLB vs OPEN
-19.6%
+982.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.0% | +2.9% |
| 7D | +5.3% | +1.0% | +4.3% | +5.1% |
| 30D | -20.5% | -11.9% | -8.6% | -18.9% |
| 3M | -42.0% | -28.8% | -13.3% | -39.0% |
| 6M | -6.0% | -38.6% | +32.6% | +0.9% |
| YTD | -5.6% | -47.3% | +41.8% | +3.6% |
| 1Y | +38.0% | -49.2% | +87.2% | +43.3% |
| 3Y | +962.4% | -18.8% | +981.2% | +756.6% |
| All | +962.4% | -19.6% | +982.1% | +756.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling