+559.5%
RKLB vs RF
+143.0%
+416.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | +1.3% | -1.5% | -1.1% |
| 30D | -14.1% | -3.6% | -10.5% | -12.0% |
| 3M | -46.4% | +8.1% | -54.5% | -49.8% |
| 6M | -10.6% | +11.5% | -22.1% | -18.0% |
| YTD | -7.9% | +15.6% | -23.5% | -18.0% |
| 1Y | +49.5% | +15.7% | +33.8% | +33.2% |
| 3Y | +913.6% | +86.9% | +826.7% | +568.6% |
| 5Y | +375.3% | +89.8% | +285.5% | +228.4% |
| All | +559.5% | +143.0% | +416.5% | +357.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling