+547.3%
RKLB vs RIG
+153.8%
+393.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.1% |
| 7D | 0.0% | -8.2% | +8.2% | +1.7% |
| 30D | -21.2% | -0.2% | -21.0% | -21.3% |
| 3M | -41.7% | -2.7% | -39.0% | -41.7% |
| 6M | -11.8% | -7.5% | -4.3% | -10.7% |
| YTD | -9.6% | +38.3% | -47.8% | -16.0% |
| 1Y | +34.1% | +81.8% | -47.7% | +17.4% |
| 3Y | +917.3% | -30.2% | +947.5% | +915.9% |
| 5Y | +204.4% | +59.9% | +144.4% | +153.4% |
| All | +547.3% | +153.8% | +393.5% | +450.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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