-7.4%
RKLB vs OUST
+11.1%
-18.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +15.7% | -19.5% | -11.6% |
| 7D | -10.6% | -0.2% | -10.4% | -11.4% |
| 30D | -28.3% | -24.0% | -4.3% | -18.6% |
| 3M | -29.7% | -29.9% | +0.2% | -18.2% |
| 6M | -34.8% | +19.1% | -53.9% | -49.7% |
| YTD | -24.9% | +55.0% | -79.9% | -56.2% |
| 1Y | -7.4% | +21.2% | -28.6% | -32.6% |
| All | -7.4% | +11.1% | -18.5% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 1y: compounded portfolio wealth divided by compounded OUST 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…
1y analysis · Full analysis span regression · 6 months rolling