+531.5%
RKLB vs OUST
-65.5%
+597.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.5% | +4.6% | -1.4% |
| 7D | +15.9% | -3.8% | +19.7% | +17.4% |
| 30D | +4.0% | +5.1% | -1.1% | +2.4% |
| 3M | -23.2% | -25.8% | +2.6% | -16.3% |
| 6M | -50.4% | -2.0% | -48.4% | -51.8% |
| YTD | -11.8% | +54.7% | -66.5% | -25.4% |
| 1Y | +36.0% | +48.8% | -12.8% | +16.9% |
| 3Y | +1,321.0% | +607.8% | +713.2% | +601.5% |
| 5Y | +328.2% | -52.7% | +380.9% | +220.2% |
| All | +531.5% | -65.5% | +597.0% | +385.4% |
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