+329.8%
RKLB vs OUST
-49.4%
+379.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.4% | +6.8% |
| 7D | +15.2% | +31.9% | -16.7% | +5.0% |
| 30D | -8.1% | -4.2% | -3.9% | -6.9% |
| 3M | -21.7% | -9.3% | -12.4% | -19.6% |
| 6M | -40.5% | +51.7% | -92.2% | -50.3% |
| YTD | -10.1% | +76.6% | -86.7% | -28.9% |
| 1Y | +20.8% | +48.9% | -28.1% | +1.2% |
| 3Y | +1,335.0% | +675.3% | +659.8% | +513.2% |
| 5Y | +329.8% | -44.0% | +373.9% | +244.9% |
| All | +329.8% | -49.4% | +379.3% | +244.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling