+403.0%
RKLB vs PATH
-80.2%
+483.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.1% | +15.5% | +15.4% |
| 7D | -3.0% | -5.3% | +2.3% | -1.0% |
| 30D | -26.2% | -0.5% | -25.7% | -26.1% |
| 3M | -29.9% | -7.1% | -22.7% | -29.5% |
| 6M | -37.3% | +23.8% | -61.1% | -45.5% |
| YTD | -23.9% | -20.7% | -3.2% | -22.3% |
| 1Y | +7.0% | -8.1% | +15.0% | +2.4% |
| 3Y | +1,120.0% | -21.8% | +1,141.8% | +1,045.5% |
| 5Y | +242.2% | -76.8% | +319.0% | +268.7% |
| All | +403.0% | -80.2% | +483.2% | +442.2% |
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