+204.4%
RKLB vs RIO
+101.7%
+102.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.2% |
| 7D | 0.0% | +1.0% | -1.0% | -0.6% |
| 30D | -21.2% | +4.0% | -25.2% | -23.2% |
| 3M | -41.7% | +4.5% | -46.3% | -43.3% |
| 6M | -11.8% | +17.3% | -29.1% | -18.5% |
| YTD | -9.6% | +36.2% | -45.8% | -22.3% |
| 1Y | +34.1% | +76.1% | -42.0% | +2.4% |
| 3Y | +917.3% | +102.5% | +814.7% | +617.3% |
| 5Y | +204.4% | +103.5% | +100.9% | +104.4% |
| All | +204.4% | +101.7% | +102.7% | +104.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling