+531.5%
RKLB vs RKT
-20.1%
+551.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | -9.0% | +24.9% | +18.6% |
| 30D | +4.0% | +30.2% | -26.2% | -3.7% |
| 3M | -23.2% | -8.8% | -14.3% | -22.2% |
| 6M | -50.4% | -0.9% | -49.5% | -51.1% |
| YTD | -11.8% | -29.2% | +17.4% | -5.9% |
| 1Y | +36.0% | -20.1% | +56.0% | +41.5% |
| 3Y | +1,321.0% | +81.3% | +1,239.7% | +1,034.0% |
| 5Y | +328.2% | -6.6% | +334.8% | +255.7% |
| All | +531.5% | -20.1% | +551.6% | +414.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling