+444.6%
RKLB vs OUST
-64.1%
+508.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +14.0% | +1.4% | +11.1% |
| 7D | -3.0% | +17.0% | -20.0% | -7.7% |
| 30D | -26.2% | -16.5% | -9.7% | -22.2% |
| 3M | -29.9% | -23.7% | -6.2% | -24.5% |
| 6M | -37.3% | +18.4% | -55.7% | -42.6% |
| YTD | -23.9% | +60.8% | -84.7% | -36.5% |
| 1Y | +7.0% | +44.2% | -37.2% | -7.4% |
| 3Y | +1,120.0% | +668.1% | +451.9% | +486.0% |
| 5Y | +242.2% | -48.8% | +291.0% | +151.4% |
| All | +444.6% | -64.1% | +508.8% | +313.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling