+546.0%
RKLB vs RGEN
-11.2%
+557.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -2.0% | -1.4% | -0.6% | -1.5% |
| 30D | -22.4% | -0.3% | -22.1% | -22.6% |
| 3M | -45.2% | +23.9% | -69.0% | -50.3% |
| 6M | -12.5% | +38.5% | -51.1% | -25.2% |
| YTD | -9.8% | +0.8% | -10.6% | -12.3% |
| 1Y | +30.0% | +38.2% | -8.2% | +10.4% |
| 3Y | +942.2% | +1.3% | +940.9% | +841.3% |
| 5Y | +236.8% | -44.0% | +280.8% | +250.2% |
| All | +546.0% | -11.2% | +557.2% | +521.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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