+559.5%
RKLB vs OPEN
-83.1%
+642.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -0.2% | -4.3% | +4.1% | +0.7% |
| 30D | -14.1% | -16.2% | +2.1% | -11.1% |
| 3M | -46.4% | -36.4% | -10.1% | -41.5% |
| 6M | -10.6% | -35.5% | +24.8% | -3.4% |
| YTD | -7.9% | -46.0% | +38.1% | +2.9% |
| 1Y | +49.5% | -47.1% | +96.6% | +53.2% |
| 3Y | +913.6% | -19.0% | +932.6% | +637.1% |
| 5Y | +375.3% | -83.6% | +458.9% | +305.9% |
| All | +559.5% | -83.1% | +642.6% | +498.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling