+559.5%
RKLB vs RIOT
+187.2%
+372.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.1% |
| 7D | -0.2% | +14.8% | -15.0% | -4.0% |
| 30D | -14.1% | +1.4% | -15.5% | -15.2% |
| 3M | -46.4% | -20.6% | -25.8% | -44.0% |
| 6M | -10.6% | +31.9% | -42.5% | -18.5% |
| YTD | -7.9% | +72.1% | -79.9% | -21.1% |
| 1Y | +49.5% | +65.7% | -16.2% | +28.3% |
| 3Y | +913.6% | +97.5% | +816.1% | +658.4% |
| 5Y | +375.3% | -36.7% | +412.0% | +250.0% |
| All | +559.5% | +187.2% | +372.3% | +383.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling