+308.8%
RKLB vs POET
-6.5%
+315.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.0% |
| 3M | -45.2% | -29.3% | -15.8% | -42.2% |
| 6M | -12.5% | +6.9% | -19.4% | -22.7% |
| YTD | -9.8% | +25.6% | -35.4% | -23.0% |
| 1Y | +30.0% | +49.2% | -19.2% | +7.0% |
| 3Y | +942.2% | +128.4% | +813.8% | +656.9% |
| All | +308.8% | -6.5% | +315.2% | +206.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling