+559.5%
RKLB vs RL
+354.2%
+205.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | -0.5% |
| 7D | -0.2% | -0.8% | +0.6% | +0.2% |
| 30D | -14.1% | -7.8% | -6.3% | -10.4% |
| 3M | -46.4% | -4.0% | -42.4% | -46.0% |
| 6M | -10.6% | -1.9% | -8.8% | -12.0% |
| YTD | -7.9% | -0.2% | -7.7% | -10.5% |
| 1Y | +49.5% | +10.7% | +38.8% | +36.0% |
| 3Y | +913.6% | +210.8% | +702.8% | +398.7% |
| 5Y | +375.3% | +238.2% | +137.1% | +117.9% |
| All | +559.5% | +354.2% | +205.3% | +202.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling