+396.4%
RKLB vs PATH
-79.4%
+475.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -4.9% |
| 7D | -10.6% | -4.8% | -5.8% | -9.1% |
| 30D | -28.3% | +2.7% | -30.9% | -29.1% |
| 3M | -29.7% | -4.2% | -25.5% | -30.3% |
| 6M | -34.8% | +24.7% | -59.5% | -43.5% |
| YTD | -24.9% | -17.6% | -7.4% | -24.5% |
| 1Y | -7.4% | -5.3% | -2.1% | -12.3% |
| 3Y | +1,036.0% | -22.0% | +1,058.0% | +967.1% |
| 5Y | +232.7% | -76.5% | +309.2% | +253.2% |
| All | +396.4% | -79.4% | +475.8% | +426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling