+944.2%
RKLB vs RMBS
+56.5%
+887.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.6% |
| 7D | 0.0% | +3.5% | -3.5% | -1.5% |
| 30D | -21.2% | -8.6% | -12.6% | -18.2% |
| 3M | -41.7% | -40.3% | -1.4% | -28.6% |
| 6M | -11.8% | -1.0% | -10.8% | -15.9% |
| YTD | -9.6% | -4.6% | -5.0% | -15.0% |
| 1Y | +34.1% | +17.6% | +16.5% | +12.6% |
| All | +944.2% | +56.5% | +887.7% | +639.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling