+531.5%
RKLB vs RIO
+97.9%
+433.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | +15.9% | -0.9% | +16.9% | +16.6% |
| 30D | +4.0% | -9.1% | +13.1% | +9.6% |
| 3M | -23.2% | -13.7% | -9.5% | -16.9% |
| 6M | -50.4% | -24.3% | -26.1% | -42.6% |
| YTD | -11.8% | +8.9% | -20.7% | -12.6% |
| 1Y | +36.0% | +22.7% | +13.3% | +28.4% |
| 3Y | +1,321.0% | +51.2% | +1,269.8% | +1,120.3% |
| 5Y | +328.2% | +88.1% | +240.1% | +246.7% |
| All | +531.5% | +97.9% | +433.6% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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