+543.6%
RKLB vs RCL
+344.3%
+199.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.9% | +5.7% | +6.2% |
| 7D | +15.2% | +8.5% | +6.7% | +11.4% |
| 30D | -8.1% | +20.4% | -28.5% | -15.1% |
| 3M | -21.7% | +11.0% | -32.6% | -25.4% |
| 6M | -40.5% | +24.9% | -65.4% | -46.9% |
| YTD | -10.1% | +23.9% | -34.0% | -21.5% |
| 1Y | +20.8% | +30.8% | -10.0% | +3.0% |
| 3Y | +1,335.0% | +270.4% | +1,064.6% | +698.8% |
| 5Y | +329.8% | +296.1% | +33.7% | +105.1% |
| All | +543.6% | +344.3% | +199.3% | +202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling