+1,427.7%
RKLB vs RF
+118.1%
+1,309.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.7% |
| 7D | +26.3% | -1.3% | +27.7% | +28.1% |
| 30D | +0.7% | +4.6% | -4.0% | -3.1% |
| 3M | -17.3% | -8.4% | -8.9% | -11.3% |
| 6M | -43.6% | +8.9% | -52.5% | -48.9% |
| YTD | -5.2% | +8.8% | -14.0% | -15.4% |
| 1Y | +29.1% | +18.9% | +10.2% | +6.7% |
| All | +1,427.7% | +118.1% | +1,309.6% | +707.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling