+559.5%
RKLB vs RKT
-18.1%
+577.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -0.2% | +2.1% | -2.3% | -0.8% |
| 30D | -14.1% | +1.4% | -15.6% | -14.7% |
| 3M | -46.4% | +6.3% | -52.7% | -47.7% |
| 6M | -10.6% | -15.5% | +4.8% | -7.3% |
| YTD | -7.9% | -27.4% | +19.5% | -1.4% |
| 1Y | +49.5% | -26.6% | +76.1% | +59.0% |
| 3Y | +913.6% | +41.2% | +872.3% | +764.2% |
| 5Y | +375.3% | -6.4% | +381.7% | +296.1% |
| All | +559.5% | -18.1% | +577.6% | +438.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling