+557.5%
RKLB vs P
+450.5%
+107.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.5% | -4.8% |
| 7D | +39.3% | +17.8% | +21.5% | +29.0% |
| 30D | -0.2% | -29.9% | +29.6% | +18.4% |
| 3M | -21.1% | -1.2% | -19.9% | -21.1% |
| 6M | -45.5% | +32.1% | -77.6% | -54.0% |
| YTD | -8.2% | +64.3% | -72.5% | -30.8% |
| 1Y | +28.2% | +24.3% | +3.9% | +6.3% |
| 3Y | +1,366.1% | +203.2% | +1,162.9% | +616.6% |
| 5Y | +345.9% | +290.4% | +55.4% | +87.5% |
| All | +557.5% | +450.5% | +107.0% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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