+204.4%
RKLB vs RIOT
-29.1%
+233.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | 0.0% | +18.4% | -18.5% | -5.9% |
| 30D | -21.2% | +13.8% | -35.0% | -25.4% |
| 3M | -41.7% | -12.7% | -29.0% | -40.4% |
| 6M | -11.8% | +50.1% | -61.9% | -25.5% |
| YTD | -9.6% | +74.2% | -83.8% | -27.4% |
| 1Y | +34.1% | +45.1% | -11.0% | +12.9% |
| 3Y | +917.3% | +101.6% | +815.7% | +555.0% |
| 5Y | +204.4% | -29.6% | +234.0% | +89.5% |
| All | +204.4% | -29.1% | +233.5% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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