+559.5%
RKLB vs RIG
+160.0%
+399.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.3% |
| 7D | -0.2% | +0.9% | -1.1% | -0.5% |
| 30D | -14.1% | +13.8% | -27.9% | -16.6% |
| 3M | -46.4% | -6.4% | -40.0% | -45.9% |
| 6M | -10.6% | -8.2% | -2.5% | -9.4% |
| YTD | -7.9% | +41.6% | -49.5% | -14.9% |
| 1Y | +49.5% | +88.7% | -39.2% | +29.8% |
| 3Y | +913.6% | -30.9% | +944.4% | +912.8% |
| 5Y | +375.3% | +57.7% | +317.6% | +295.1% |
| All | +559.5% | +160.0% | +399.5% | +458.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling