+559.5%
RKLB vs REPL
-69.3%
+628.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.9% |
| 7D | -0.2% | -3.0% | +2.8% | 0.0% |
| 30D | -14.1% | +27.1% | -41.2% | -16.3% |
| 3M | -46.4% | +52.4% | -98.8% | -50.7% |
| 6M | -10.6% | +107.4% | -118.1% | -28.7% |
| YTD | -7.9% | +54.7% | -62.6% | -24.1% |
| 1Y | +49.5% | +158.9% | -109.4% | +7.8% |
| 3Y | +913.6% | -23.7% | +937.3% | +594.6% |
| 5Y | +375.3% | -54.3% | +429.6% | +226.2% |
| All | +559.5% | -69.3% | +628.8% | +348.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling