+308.8%
RKLB vs RGTI
+56.8%
+252.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | -2.0% | +0.5% | -2.5% | -2.1% |
| 30D | -22.4% | -17.1% | -5.3% | -19.1% |
| 3M | -45.2% | -26.0% | -19.2% | -41.0% |
| 6M | -12.5% | -9.9% | -2.7% | -11.5% |
| YTD | -9.8% | -31.1% | +21.3% | -3.1% |
| 1Y | +30.0% | -8.5% | +38.5% | +29.9% |
| 3Y | +942.2% | +652.2% | +290.0% | +416.7% |
| All | +308.8% | +56.8% | +252.0% | +182.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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