+578.9%
RKLB vs OUST
-60.6%
+639.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +26.3% | +14.0% | +12.4% | +22.0% |
| 30D | +0.7% | +2.5% | -1.9% | -0.1% |
| 3M | -17.3% | -15.3% | -2.0% | -13.5% |
| 6M | -43.6% | +42.6% | -86.2% | -51.2% |
| YTD | -5.2% | +76.6% | -81.8% | -23.0% |
| 1Y | +29.1% | +54.1% | -25.0% | +9.4% |
| 3Y | +1,413.7% | +675.3% | +738.5% | +625.1% |
| 5Y | +364.9% | -45.1% | +409.9% | +233.4% |
| All | +578.9% | -60.6% | +639.5% | +401.4% |
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