+20.8%
RKLB vs OUST
+41.3%
-20.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.4% | +7.0% |
| 7D | +15.2% | +31.9% | -16.7% | -0.4% |
| 30D | -8.1% | -4.2% | -3.9% | -6.8% |
| 3M | -21.7% | -9.3% | -12.4% | -19.3% |
| 6M | -40.5% | +51.7% | -92.2% | -59.5% |
| YTD | -10.1% | +76.6% | -86.7% | -50.5% |
| 1Y | +20.8% | +48.9% | -28.1% | -21.7% |
| All | +20.8% | +41.3% | -20.5% | -21.7% |
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