+546.0%
RKLB vs POET
+98.7%
+447.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +0.8% |
| 7D | -2.0% | +0.4% | -2.4% | -2.1% |
| 30D | -22.4% | -10.4% | -12.1% | -21.1% |
| 3M | -45.2% | -29.3% | -15.8% | -42.3% |
| 6M | -12.5% | +6.9% | -19.4% | -22.2% |
| YTD | -9.8% | +25.6% | -35.4% | -22.3% |
| 1Y | +30.0% | +49.2% | -19.2% | +8.2% |
| 3Y | +942.2% | +128.4% | +813.8% | +661.9% |
| 5Y | +236.8% | -4.2% | +241.0% | +157.4% |
| All | +546.0% | +98.7% | +447.3% | +410.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling