+204.4%
RKLB vs OPEN
-84.0%
+288.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.7% |
| 7D | 0.0% | -2.9% | +2.9% | +0.6% |
| 30D | -21.2% | -13.8% | -7.4% | -18.8% |
| 3M | -41.7% | -30.9% | -10.9% | -37.3% |
| 6M | -11.8% | -40.9% | +29.2% | -2.4% |
| YTD | -9.6% | -48.5% | +39.0% | +2.5% |
| 1Y | +34.1% | -50.9% | +85.0% | +39.9% |
| 3Y | +917.3% | -20.6% | +937.9% | +625.3% |
| 5Y | +204.4% | -84.2% | +288.6% | +153.9% |
| All | +204.4% | -84.0% | +288.3% | +153.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling