+494.4%
RKLB vs PATH
-80.4%
+574.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.0% |
| 7D | +15.2% | -2.3% | +17.5% | +16.3% |
| 30D | -8.1% | -4.8% | -3.2% | -6.4% |
| 3M | -21.7% | -17.7% | -3.9% | -17.6% |
| 6M | -40.5% | +18.9% | -59.4% | -47.3% |
| YTD | -10.1% | -21.7% | +11.6% | -7.7% |
| 1Y | +20.8% | -9.6% | +30.5% | +16.4% |
| 3Y | +1,335.0% | -25.8% | +1,360.8% | +1,274.6% |
| 5Y | +329.8% | -77.1% | +406.9% | +365.2% |
| All | +494.4% | -80.4% | +574.8% | +543.6% |
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