+884.1%
RKLB vs PATH
-3.6%
+887.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -16.6% | +17.3% | +6.8% |
| 7D | -0.2% | -16.3% | +16.1% | +5.7% |
| 30D | -14.1% | +9.9% | -24.0% | -18.5% |
| 3M | -46.4% | +30.2% | -76.6% | -52.9% |
| 6M | -10.6% | +37.2% | -47.9% | -25.6% |
| YTD | -7.9% | -7.3% | -0.6% | -9.7% |
| 1Y | +49.5% | +40.0% | +9.5% | +18.2% |
| All | +884.1% | -3.6% | +887.6% | +715.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling