+36.0%
RKLB vs PATH
-7.3%
+43.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.2% |
| 7D | +15.9% | +2.1% | +13.9% | +15.5% |
| 30D | +4.0% | +1.6% | +2.4% | +3.7% |
| 3M | -23.2% | -20.4% | -2.7% | -20.3% |
| 6M | -50.4% | +40.1% | -90.6% | -56.5% |
| YTD | -11.8% | -19.0% | +7.2% | -5.4% |
| 1Y | +36.0% | -5.8% | +41.8% | +37.3% |
| All | +36.0% | -7.3% | +43.2% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling