+204.4%
RKLB vs RGEN
-44.3%
+248.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -3.5% |
| 7D | 0.0% | -4.6% | +4.5% | +1.7% |
| 30D | -21.2% | +1.2% | -22.4% | -21.8% |
| 3M | -41.7% | +26.8% | -68.6% | -47.7% |
| 6M | -11.8% | +29.1% | -40.8% | -22.5% |
| YTD | -9.6% | +0.7% | -10.3% | -12.0% |
| 1Y | +34.1% | +39.1% | -5.0% | +13.4% |
| 3Y | +917.3% | +2.2% | +915.0% | +814.5% |
| 5Y | +204.4% | -44.0% | +248.4% | +195.4% |
| All | +204.4% | -44.3% | +248.7% | +195.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling