+343.2%
RKLB vs RACE
+93.6%
+249.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.8% |
| 7D | -0.2% | -2.5% | +2.3% | +1.3% |
| 30D | -14.1% | +0.8% | -14.9% | -14.6% |
| 3M | -46.4% | +17.2% | -63.6% | -51.3% |
| 6M | -10.6% | +13.6% | -24.2% | -17.6% |
| YTD | -7.9% | +12.2% | -20.1% | -16.0% |
| 1Y | +49.5% | -16.3% | +65.7% | +62.6% |
| 3Y | +913.6% | +36.4% | +877.1% | +550.6% |
| All | +343.2% | +93.6% | +249.6% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling