+531.5%
RKLB vs REPL
-55.3%
+586.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +15.9% | +1.2% | +14.7% | +15.8% |
| 30D | +4.0% | +92.2% | -88.2% | -2.3% |
| 3M | -23.2% | +44.1% | -67.3% | -26.1% |
| 6M | -50.4% | +313.0% | -363.5% | -60.5% |
| YTD | -11.8% | +125.2% | -137.0% | -30.1% |
| 1Y | +36.0% | +143.8% | -107.8% | +6.7% |
| 3Y | +1,321.0% | +104.2% | +1,216.8% | +691.8% |
| 5Y | +328.2% | -34.5% | +362.7% | +185.0% |
| All | +531.5% | -55.3% | +586.8% | +313.7% |
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