+34.1%
RKLB vs RCL
-24.5%
+58.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.7% |
| 7D | 0.0% | -2.2% | +2.2% | +0.6% |
| 30D | -21.2% | -15.7% | -5.5% | -17.3% |
| 3M | -41.7% | -8.0% | -33.8% | -40.8% |
| 6M | -11.8% | -10.1% | -1.6% | -10.7% |
| YTD | -9.6% | -5.9% | -3.7% | -12.1% |
| 1Y | +34.1% | -23.5% | +57.6% | +42.3% |
| All | +34.1% | -24.5% | +58.6% | +42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling