+1,321.0%
RKLB vs ROK
+63.3%
+1,257.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.6% |
| 7D | +15.9% | +7.1% | +8.9% | +10.2% |
| 30D | +4.0% | -5.0% | +8.9% | +8.7% |
| 3M | -23.2% | -9.4% | -13.8% | -16.5% |
| 6M | -50.4% | -11.0% | -39.4% | -46.0% |
| YTD | -11.8% | +4.4% | -16.2% | -15.2% |
| 1Y | +36.0% | +7.4% | +28.6% | +29.1% |
| 3Y | +1,321.0% | +61.0% | +1,260.0% | +970.2% |
| All | +1,321.0% | +63.3% | +1,257.7% | +970.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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