+504.1%
RKLB vs RL
+416.9%
+87.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +5.8% | +5.1% | +7.6% |
| 7D | +13.0% | +0.2% | +12.8% | +13.1% |
| 30D | -13.7% | +7.3% | -21.0% | -17.1% |
| 3M | -28.9% | +1.0% | -30.0% | -29.6% |
| 6M | -44.2% | +11.8% | -56.0% | -49.2% |
| YTD | -15.6% | +13.6% | -29.2% | -23.9% |
| 1Y | +14.0% | +24.0% | -10.1% | -2.7% |
| 3Y | +1,275.2% | +256.6% | +1,018.7% | +527.2% |
| 5Y | +296.6% | +240.2% | +56.4% | +73.1% |
| All | +504.1% | +416.9% | +87.2% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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