+543.6%
RKLB vs REPL
-52.5%
+596.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.6% | +2.0% | +6.1% |
| 7D | +15.2% | +12.7% | +2.5% | +14.1% |
| 30D | -8.1% | +73.5% | -81.5% | -12.8% |
| 3M | -21.7% | +70.3% | -92.0% | -25.7% |
| 6M | -40.5% | +472.0% | -512.5% | -54.6% |
| YTD | -10.1% | +139.5% | -149.6% | -29.1% |
| 1Y | +20.8% | +167.3% | -146.5% | -6.0% |
| 3Y | +1,335.0% | +109.5% | +1,225.5% | +703.5% |
| 5Y | +329.8% | -29.9% | +359.7% | +184.3% |
| All | +543.6% | -52.5% | +596.1% | +319.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling