+531.5%
RKLB vs RIG
+146.2%
+385.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.1% | -8.1% | -4.8% |
| 7D | +15.9% | +5.7% | +10.2% | +14.5% |
| 30D | +4.0% | -0.7% | +4.7% | +4.0% |
| 3M | -23.2% | -3.1% | -20.0% | -23.1% |
| 6M | -50.4% | -16.3% | -34.1% | -49.1% |
| YTD | -11.8% | +34.1% | -45.9% | -17.9% |
| 1Y | +36.0% | +38.2% | -2.2% | +25.7% |
| 3Y | +1,321.0% | -15.3% | +1,336.3% | +1,271.2% |
| 5Y | +328.2% | +62.5% | +265.7% | +256.3% |
| All | +531.5% | +146.2% | +385.2% | +437.8% |
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