+962.4%
RKLB vs RCL
+180.0%
+782.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | -0.5% | +5.8% | +5.6% |
| 30D | -20.5% | -17.3% | -3.1% | -12.5% |
| 3M | -42.0% | -2.8% | -39.3% | -42.1% |
| 6M | -6.0% | -4.4% | -1.7% | -6.2% |
| YTD | -5.6% | -4.2% | -1.4% | -9.3% |
| 1Y | +38.0% | -23.4% | +61.4% | +51.9% |
| 3Y | +962.4% | +179.4% | +783.0% | +452.7% |
| All | +962.4% | +180.0% | +782.5% | +452.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling