+559.5%
RKLB vs RIO
+146.4%
+413.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -14.1% | +4.0% | -18.1% | -16.0% |
| 3M | -46.4% | +0.1% | -46.6% | -46.4% |
| 6M | -10.6% | +12.7% | -23.4% | -15.0% |
| YTD | -7.9% | +35.6% | -43.4% | -19.0% |
| 1Y | +49.5% | +73.7% | -24.2% | +19.0% |
| 3Y | +913.6% | +93.3% | +820.3% | +664.1% |
| 5Y | +375.3% | +92.4% | +282.9% | +249.3% |
| All | +559.5% | +146.4% | +413.1% | +393.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling