+509.1%
RKLB vs PATH
-76.8%
+585.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -16.6% | +17.3% | +7.0% |
| 7D | -0.2% | -16.3% | +16.1% | +5.8% |
| 30D | -14.1% | +9.9% | -24.0% | -18.4% |
| 3M | -46.4% | +30.2% | -76.6% | -52.9% |
| 6M | -10.6% | +37.2% | -47.9% | -25.4% |
| YTD | -7.9% | -7.3% | -0.6% | -10.6% |
| 1Y | +49.5% | +40.0% | +9.5% | +20.0% |
| 3Y | +913.6% | -4.4% | +918.0% | +786.2% |
| 5Y | +375.3% | -76.0% | +451.3% | +387.0% |
| All | +509.1% | -76.8% | +585.9% | +523.6% |
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