+543.6%
RKLB vs RBA
+61.7%
+481.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.4% |
| 7D | +15.2% | +3.2% | +12.0% | +13.6% |
| 30D | -8.1% | +12.0% | -20.1% | -13.0% |
| 3M | -21.7% | +2.9% | -24.5% | -23.2% |
| 6M | -40.5% | -6.3% | -34.3% | -40.3% |
| YTD | -10.1% | -5.9% | -4.2% | -10.0% |
| 1Y | +20.8% | -3.9% | +24.7% | +20.3% |
| 3Y | +1,335.0% | +64.9% | +1,270.1% | +1,014.7% |
| 5Y | +329.8% | +48.5% | +281.3% | +236.1% |
| All | +543.6% | +61.7% | +481.9% | +361.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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