+336.5%
RKLB vs RCL
+234.0%
+102.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.7% |
| 3M | -42.0% | -2.8% | -39.3% | -42.0% |
| 6M | -6.0% | -4.4% | -1.7% | -6.0% |
| YTD | -5.6% | -4.2% | -1.4% | -8.3% |
| 1Y | +38.0% | -23.4% | +61.4% | +50.2% |
| 3Y | +962.4% | +179.4% | +783.0% | +496.2% |
| 5Y | +336.5% | +238.8% | +97.8% | +117.1% |
| All | +336.5% | +234.0% | +102.5% | +117.1% |
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