+1,321.0%
RKLB vs RGEN
+15.2%
+1,305.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.2% |
| 7D | +15.9% | -3.3% | +19.2% | +17.2% |
| 30D | +4.0% | -5.8% | +9.8% | +6.2% |
| 3M | -23.2% | +0.2% | -23.4% | -23.4% |
| 6M | -50.4% | +56.8% | -107.2% | -57.9% |
| YTD | -11.8% | +2.4% | -14.2% | -13.5% |
| 1Y | +36.0% | +11.4% | +24.5% | +29.6% |
| 3Y | +1,321.0% | +15.2% | +1,305.9% | +1,201.7% |
| All | +1,321.0% | +15.2% | +1,305.8% | +1,201.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling