+255.2%
RKLB vs RBA
+37.7%
+217.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.3% | +16.7% | +16.0% |
| 7D | -3.0% | +4.3% | -7.3% | -5.3% |
| 30D | -26.2% | +16.3% | -42.5% | -32.0% |
| 3M | -29.9% | +1.3% | -31.2% | -30.9% |
| 6M | -37.3% | -11.1% | -26.2% | -35.3% |
| YTD | -23.9% | -8.5% | -15.5% | -23.0% |
| 1Y | +7.0% | -2.1% | +9.1% | +5.0% |
| 3Y | +1,120.0% | +44.6% | +1,075.4% | +869.4% |
| All | +255.2% | +37.7% | +217.5% | +168.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling