+204.4%
RKLB vs RMD
-22.9%
+227.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.0% |
| 7D | 0.0% | -4.7% | +4.7% | +1.9% |
| 30D | -21.2% | +0.2% | -21.4% | -21.6% |
| 3M | -41.7% | +12.0% | -53.7% | -46.0% |
| 6M | -11.8% | -12.5% | +0.8% | -7.4% |
| YTD | -9.6% | -7.9% | -1.7% | -7.6% |
| 1Y | +34.1% | -20.4% | +54.5% | +47.0% |
| 3Y | +917.3% | +53.1% | +864.1% | +637.9% |
| 5Y | +204.4% | -22.1% | +226.5% | +195.6% |
| All | +204.4% | -22.9% | +227.3% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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