+255.2%
RKLB vs RL
+226.8%
+28.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.4% | +16.8% | +16.3% |
| 7D | -3.0% | -4.2% | +1.1% | -0.4% |
| 30D | -26.2% | +4.3% | -30.5% | -28.4% |
| 3M | -29.9% | -4.6% | -25.3% | -28.1% |
| 6M | -37.3% | +1.7% | -39.0% | -40.0% |
| YTD | -23.9% | +7.3% | -31.3% | -30.2% |
| 1Y | +7.0% | +20.8% | -13.8% | -9.9% |
| 3Y | +1,120.0% | +247.0% | +873.0% | +369.5% |
| All | +255.2% | +226.8% | +28.4% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling