+507.3%
RKLB vs PATH
-80.0%
+587.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +39.3% | +0.7% | +38.6% | +38.9% |
| 30D | -0.2% | -1.1% | +0.9% | +0.1% |
| 3M | -21.1% | -14.2% | -6.9% | -18.2% |
| 6M | -45.5% | +30.9% | -76.4% | -53.4% |
| YTD | -8.2% | -20.1% | +11.9% | -6.4% |
| 1Y | +28.2% | -8.1% | +36.3% | +22.8% |
| 3Y | +1,366.1% | -24.3% | +1,390.4% | +1,294.0% |
| 5Y | +345.9% | -75.6% | +421.5% | +378.6% |
| All | +507.3% | -80.0% | +587.3% | +552.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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