+546.0%
RKLB vs RMBS
+437.5%
+108.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.7% |
| 7D | -2.0% | +1.8% | -3.8% | -2.8% |
| 30D | -22.4% | -13.9% | -8.5% | -17.1% |
| 3M | -45.2% | -39.8% | -5.4% | -31.7% |
| 6M | -12.5% | -6.0% | -6.5% | -15.2% |
| YTD | -9.8% | -5.4% | -4.4% | -15.6% |
| 1Y | +30.0% | -1.8% | +31.8% | +17.0% |
| 3Y | +942.2% | +53.7% | +888.6% | +571.2% |
| 5Y | +236.8% | +268.5% | -31.7% | +17.8% |
| All | +546.0% | +437.5% | +108.5% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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