+557.5%
RKLB vs RCL
+320.9%
+236.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -1.5% |
| 7D | +39.3% | -0.2% | +39.5% | +39.7% |
| 30D | -0.2% | +14.4% | -14.6% | -5.9% |
| 3M | -21.1% | +5.2% | -26.2% | -23.1% |
| 6M | -45.5% | +26.1% | -71.6% | -51.5% |
| YTD | -8.2% | +17.4% | -25.5% | -18.0% |
| 1Y | +28.2% | +24.7% | +3.5% | +11.5% |
| 3Y | +1,366.1% | +250.9% | +1,115.2% | +735.0% |
| 5Y | +345.9% | +293.8% | +52.0% | +117.5% |
| All | +557.5% | +320.9% | +236.6% | +216.2% |
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