+504.1%
RKLB vs RACE
+108.6%
+395.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.2% | +10.5% |
| 7D | +13.0% | +3.9% | +9.1% | +10.5% |
| 30D | -13.7% | +7.4% | -21.1% | -17.5% |
| 3M | -28.9% | +1.6% | -30.5% | -29.9% |
| 6M | -44.2% | +23.3% | -67.5% | -51.1% |
| YTD | -15.6% | +14.7% | -30.3% | -24.0% |
| 1Y | +14.0% | +2.5% | +11.4% | +10.1% |
| 3Y | +1,275.2% | +28.0% | +1,247.3% | +892.9% |
| 5Y | +296.6% | +69.8% | +226.8% | +104.2% |
| All | +504.1% | +108.6% | +395.5% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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