+204.4%
RKLB vs RKT
-9.6%
+214.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.5% | -3.2% |
| 7D | 0.0% | -1.0% | +0.9% | +0.3% |
| 30D | -21.2% | -2.4% | -18.8% | -20.8% |
| 3M | -41.7% | +1.9% | -43.6% | -42.9% |
| 6M | -11.8% | -13.9% | +2.1% | -7.3% |
| YTD | -9.6% | -30.6% | +21.0% | +1.6% |
| 1Y | +34.1% | -34.4% | +68.5% | +52.4% |
| 3Y | +917.3% | +38.2% | +879.1% | +620.3% |
| 5Y | +204.4% | -9.7% | +214.0% | +109.9% |
| All | +204.4% | -9.6% | +214.0% | +109.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling