+237.5%
RKLB vs RMBS
+267.8%
-30.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.7% |
| 7D | 0.0% | +3.5% | -3.5% | -1.6% |
| 30D | -21.2% | -8.6% | -12.6% | -18.0% |
| 3M | -41.7% | -40.3% | -1.4% | -27.0% |
| 6M | -11.8% | -1.0% | -10.8% | -16.7% |
| YTD | -9.6% | -4.6% | -5.0% | -16.0% |
| 1Y | +34.1% | +17.6% | +16.5% | +9.3% |
| 3Y | +917.3% | +58.6% | +858.6% | +529.5% |
| All | +237.5% | +267.8% | -30.4% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling