+543.6%
RKLB vs RF
+129.3%
+414.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +7.1% |
| 7D | +15.2% | +0.3% | +14.9% | +15.1% |
| 30D | -8.1% | +6.2% | -14.2% | -11.7% |
| 3M | -21.7% | -7.8% | -13.8% | -17.5% |
| 6M | -40.5% | +5.9% | -46.5% | -43.8% |
| YTD | -10.1% | +9.0% | -19.1% | -17.1% |
| 1Y | +20.8% | +19.3% | +1.6% | +5.4% |
| 3Y | +1,335.0% | +116.4% | +1,218.6% | +781.9% |
| 5Y | +329.8% | +46.0% | +283.8% | +220.6% |
| All | +543.6% | +129.3% | +414.3% | +362.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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