+547.3%
RKLB vs ROKU
-45.3%
+592.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.6% |
| 7D | 0.0% | -3.0% | +3.0% | +1.2% |
| 30D | -21.2% | +0.7% | -21.9% | -21.5% |
| 3M | -41.7% | +26.5% | -68.2% | -47.8% |
| 6M | -11.8% | +52.6% | -64.4% | -25.8% |
| YTD | -9.6% | +40.9% | -50.5% | -22.1% |
| 1Y | +34.1% | +57.6% | -23.5% | +9.8% |
| 3Y | +917.3% | +83.2% | +834.1% | +628.4% |
| 5Y | +204.4% | -54.8% | +259.2% | +162.5% |
| All | +547.3% | -45.3% | +592.6% | +478.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling