+559.5%
RKLB vs P
+397.6%
+161.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.1% |
| 7D | -0.2% | +6.5% | -6.7% | -3.2% |
| 30D | -14.1% | +18.8% | -32.9% | -22.1% |
| 3M | -46.4% | +26.7% | -73.2% | -53.1% |
| 6M | -10.6% | +62.2% | -72.8% | -31.1% |
| YTD | -7.9% | +48.5% | -56.4% | -27.3% |
| 1Y | +49.5% | +26.4% | +23.1% | +22.9% |
| 3Y | +913.6% | +159.4% | +754.2% | +435.4% |
| 5Y | +375.3% | +275.8% | +99.5% | +104.4% |
| All | +559.5% | +397.6% | +161.9% | +179.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling