+204.4%
RKLB vs ROK
+45.0%
+159.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -3.7% |
| 7D | 0.0% | +0.2% | -0.2% | -0.2% |
| 30D | -21.2% | -1.8% | -19.4% | -20.0% |
| 3M | -41.7% | -7.2% | -34.5% | -38.8% |
| 6M | -11.8% | +14.2% | -25.9% | -21.6% |
| YTD | -9.6% | +10.6% | -20.2% | -17.9% |
| 1Y | +34.1% | +25.9% | +8.2% | +10.5% |
| 3Y | +917.3% | +50.8% | +866.5% | +600.1% |
| 5Y | +204.4% | +47.0% | +157.3% | +85.2% |
| All | +204.4% | +45.0% | +159.4% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling