+557.5%
RKLB vs RGEN
-10.5%
+568.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.4% | -1.8% |
| 7D | +39.3% | -1.2% | +40.5% | +40.1% |
| 30D | -0.2% | -5.1% | +4.8% | +2.0% |
| 3M | -21.1% | +0.5% | -21.6% | -21.6% |
| 6M | -45.5% | +46.6% | -92.1% | -54.1% |
| YTD | -8.2% | +1.6% | -9.8% | -11.1% |
| 1Y | +28.2% | +5.4% | +22.8% | +22.5% |
| 3Y | +1,366.1% | +12.8% | +1,353.3% | +1,173.8% |
| 5Y | +345.9% | -35.6% | +381.4% | +349.7% |
| All | +557.5% | -10.5% | +568.0% | +529.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling