+196.5%
RKLB vs PATH
-78.0%
+274.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -3.7% | -8.5% | -10.7% |
| 7D | -22.2% | -5.6% | -16.6% | -20.3% |
| 30D | -38.7% | -0.7% | -38.0% | -38.6% |
| 3M | -38.5% | -5.9% | -32.7% | -38.6% |
| 6M | -41.6% | +21.6% | -63.2% | -49.5% |
| YTD | -34.1% | -20.6% | -13.5% | -32.6% |
| 1Y | -18.5% | -10.6% | -7.9% | -21.4% |
| 3Y | +897.6% | -24.9% | +922.5% | +837.7% |
| 5Y | +196.5% | -76.8% | +273.3% | +257.2% |
| All | +196.5% | -78.0% | +274.6% | +257.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling