+308.8%
RKLB vs ROKU
-52.4%
+361.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | -22.4% | +2.1% | -24.5% | -23.1% |
| 3M | -45.2% | +29.5% | -74.7% | -51.8% |
| 6M | -12.5% | +53.8% | -66.3% | -27.5% |
| YTD | -9.8% | +42.8% | -52.6% | -23.5% |
| 1Y | +30.0% | +60.7% | -30.8% | +4.1% |
| 3Y | +942.2% | +83.9% | +858.3% | +626.1% |
| All | +308.8% | -52.4% | +361.2% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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