+336.5%
RKLB vs RL
+241.4%
+95.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.2% |
| 7D | +5.3% | +1.9% | +3.4% | +4.0% |
| 30D | -20.5% | -12.2% | -8.3% | -13.9% |
| 3M | -42.0% | -6.6% | -35.4% | -40.5% |
| 6M | -6.0% | +3.2% | -9.2% | -10.9% |
| YTD | -5.6% | -1.3% | -4.3% | -8.2% |
| 1Y | +38.0% | +13.6% | +24.4% | +21.4% |
| 3Y | +962.4% | +210.9% | +751.5% | +349.3% |
| 5Y | +336.5% | +246.9% | +89.7% | +60.0% |
| All | +336.5% | +241.4% | +95.1% | +60.0% |
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