+547.3%
RKLB vs RCL
+237.6%
+309.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.5% |
| 7D | 0.0% | -2.2% | +2.2% | +0.9% |
| 30D | -21.2% | -15.7% | -5.5% | -15.2% |
| 3M | -41.7% | -8.0% | -33.8% | -40.2% |
| 6M | -11.8% | -10.1% | -1.6% | -9.1% |
| YTD | -9.6% | -5.9% | -3.7% | -10.9% |
| 1Y | +34.1% | -23.5% | +57.6% | +44.7% |
| 3Y | +917.3% | +174.4% | +742.9% | +544.0% |
| 5Y | +204.4% | +227.1% | -22.7% | +64.0% |
| All | +547.3% | +237.6% | +309.7% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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