+231.5%
RKLB vs OTIS
-19.0%
+250.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -0.3% |
| 7D | -2.9% | -5.0% | +2.1% | +0.8% |
| 30D | -22.6% | -6.5% | -16.1% | -18.9% |
| 3M | -41.0% | -2.0% | -39.1% | -41.4% |
| 6M | -10.1% | -20.2% | +10.1% | +5.9% |
| YTD | -11.2% | -21.0% | +9.8% | +4.5% |
| 1Y | +34.2% | -20.9% | +55.1% | +57.1% |
| 3Y | +899.4% | -13.3% | +912.7% | +890.2% |
| 5Y | +231.5% | -18.5% | +250.0% | +222.5% |
| All | +231.5% | -19.0% | +250.5% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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