+504.1%
RKLB vs OUST
-60.2%
+564.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +10.8% | +0.1% | +7.6% |
| 7D | +13.0% | +36.7% | -23.6% | +2.7% |
| 30D | -13.7% | -3.3% | -10.4% | -12.9% |
| 3M | -28.9% | -11.1% | -17.8% | -26.7% |
| 6M | -44.2% | +53.1% | -97.2% | -52.6% |
| YTD | -15.6% | +78.2% | -93.9% | -31.7% |
| 1Y | +14.0% | +50.0% | -36.0% | -2.8% |
| 3Y | +1,275.2% | +836.2% | +439.1% | +526.3% |
| 5Y | +296.6% | -50.0% | +346.6% | +186.5% |
| All | +504.1% | -60.2% | +564.3% | +345.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling