+535.9%
RKLB vs ROL
-2.4%
+538.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | -2.9% | -3.2% | +0.3% | -1.8% |
| 30D | -22.6% | -6.6% | -15.9% | -20.7% |
| 3M | -41.0% | -27.3% | -13.7% | -34.2% |
| 6M | -10.1% | -38.1% | +28.0% | +7.0% |
| YTD | -11.2% | -41.8% | +30.6% | +7.7% |
| 1Y | +34.2% | -37.8% | +72.0% | +57.2% |
| 3Y | +899.4% | -0.3% | +899.7% | +802.4% |
| 5Y | +231.5% | -5.1% | +236.6% | +192.1% |
| All | +535.9% | -2.4% | +538.3% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 10y: compounded portfolio wealth divided by compounded ROL 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…
10y analysis · Full analysis span regression · 6 months rolling