+535.9%
RKLB vs POET
+90.0%
+445.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -0.9% |
| 7D | -2.9% | +3.7% | -6.6% | -3.6% |
| 30D | -22.6% | -11.5% | -11.0% | -21.0% |
| 3M | -41.0% | -30.8% | -10.2% | -37.7% |
| 6M | -10.1% | +8.6% | -18.7% | -20.2% |
| YTD | -11.2% | +20.1% | -31.2% | -22.9% |
| 1Y | +34.2% | +35.7% | -1.5% | +13.3% |
| 3Y | +899.4% | +116.5% | +782.8% | +637.2% |
| 5Y | +231.5% | -8.4% | +239.9% | +155.4% |
| All | +535.9% | +90.0% | +445.9% | +406.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling