+34.2%
RKLB vs RIO
+67.4%
-33.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | +2.9% |
| 7D | -2.9% | -3.4% | +0.5% | +0.7% |
| 30D | -22.6% | +0.6% | -23.1% | -23.7% |
| 3M | -41.0% | +2.5% | -43.6% | -43.3% |
| 6M | -10.1% | +10.8% | -20.9% | -19.7% |
| YTD | -11.2% | +30.5% | -41.6% | -33.2% |
| 1Y | +34.2% | +68.1% | -33.9% | -12.5% |
| All | +34.2% | +67.4% | -33.2% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling