+345.9%
RKLB vs RF
+45.4%
+300.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.8% |
| 7D | +39.3% | +0.4% | +39.0% | +39.0% |
| 30D | -0.2% | +5.6% | -5.8% | -4.3% |
| 3M | -21.1% | -8.9% | -12.2% | -15.5% |
| 6M | -45.5% | +7.1% | -52.6% | -49.2% |
| YTD | -8.2% | +8.3% | -16.5% | -16.1% |
| 1Y | +28.2% | +16.8% | +11.4% | +11.0% |
| 3Y | +1,366.1% | +115.0% | +1,251.1% | +715.9% |
| 5Y | +345.9% | +46.4% | +299.5% | +220.4% |
| All | +345.9% | +45.4% | +300.5% | +220.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling