+296.6%
RKLB vs RCL
+278.1%
+18.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.0% | +7.9% | +9.4% |
| 7D | +13.0% | +5.0% | +8.1% | +10.4% |
| 30D | -13.7% | +19.4% | -33.1% | -21.1% |
| 3M | -28.9% | +5.9% | -34.9% | -31.3% |
| 6M | -44.2% | +23.8% | -68.0% | -50.9% |
| YTD | -15.6% | +22.8% | -38.4% | -28.0% |
| 1Y | +14.0% | +34.3% | -20.3% | -7.3% |
| 3Y | +1,275.2% | +276.4% | +998.8% | +553.8% |
| 5Y | +296.6% | +281.6% | +15.0% | +69.1% |
| All | +296.6% | +278.1% | +18.5% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling