+504.1%
RKLB vs P
+414.2%
+89.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.3% | +4.6% | +7.8% |
| 7D | +13.0% | -9.6% | +22.7% | +19.1% |
| 30D | -13.7% | -33.4% | +19.7% | +5.2% |
| 3M | -28.9% | +14.2% | -43.1% | -34.1% |
| 6M | -44.2% | +31.6% | -75.8% | -52.7% |
| YTD | -15.6% | +53.5% | -69.1% | -34.2% |
| 1Y | +14.0% | +14.2% | -0.2% | -1.5% |
| 3Y | +1,275.2% | +190.5% | +1,084.7% | +585.8% |
| 5Y | +296.6% | +256.3% | +40.3% | +74.0% |
| All | +504.1% | +414.2% | +89.9% | +153.4% |
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