+531.5%
RKLB vs RMBS
+408.2%
+123.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.7% | -2.4% |
| 7D | +15.9% | +10.3% | +5.6% | +10.9% |
| 30D | +4.0% | -10.7% | +14.7% | +10.0% |
| 3M | -23.2% | -17.2% | -6.0% | -16.0% |
| 6M | -50.4% | -39.0% | -11.4% | -39.3% |
| YTD | -11.8% | -10.5% | -1.3% | -15.0% |
| 1Y | +36.0% | -11.0% | +47.0% | +31.5% |
| 3Y | +1,321.0% | +31.3% | +1,289.7% | +905.6% |
| 5Y | +328.2% | +242.8% | +85.4% | +55.6% |
| All | +531.5% | +408.2% | +123.2% | +121.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling