+204.4%
RKLB vs RBA
+39.8%
+164.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -3.9% |
| 7D | 0.0% | -1.9% | +1.8% | +0.9% |
| 30D | -21.2% | -13.0% | -8.2% | -15.8% |
| 3M | -41.7% | -23.1% | -18.6% | -35.2% |
| 6M | -11.8% | -22.6% | +10.8% | -1.9% |
| YTD | -9.6% | -20.4% | +10.8% | -1.3% |
| 1Y | +34.1% | -29.6% | +63.7% | +56.0% |
| 3Y | +917.3% | +26.6% | +890.7% | +777.6% |
| 5Y | +204.4% | +38.2% | +166.2% | +138.4% |
| All | +204.4% | +39.8% | +164.6% | +138.4% |
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