+308.8%
RKLB vs ORLY
+116.6%
+192.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -2.4% | +0.3% | -1.6% |
| 30D | -22.4% | -6.8% | -15.7% | -21.5% |
| 3M | -45.2% | -4.8% | -40.4% | -44.7% |
| 6M | -12.5% | -9.1% | -3.4% | -11.3% |
| YTD | -9.8% | -5.9% | -3.9% | -9.2% |
| 1Y | +30.0% | -20.4% | +50.4% | +36.2% |
| 3Y | +942.2% | +36.6% | +905.6% | +787.6% |
| All | +308.8% | +116.6% | +192.1% | +254.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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