+1,120.0%
RKLB vs OUST
+626.4%
+493.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +14.0% | +1.4% | +10.5% |
| 7D | -3.0% | +17.0% | -20.0% | -8.4% |
| 30D | -26.2% | -16.5% | -9.7% | -21.7% |
| 3M | -29.9% | -23.7% | -6.2% | -23.9% |
| 6M | -37.3% | +18.4% | -55.7% | -43.5% |
| YTD | -23.9% | +60.8% | -84.7% | -38.3% |
| 1Y | +7.0% | +44.2% | -37.2% | -9.9% |
| 3Y | +1,120.0% | +668.1% | +451.9% | +490.1% |
| All | +1,120.0% | +626.4% | +493.6% | +490.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling