+557.5%
RKLB vs ROL
+7.6%
+549.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.7% | -2.7% |
| 7D | +39.3% | -1.7% | +41.0% | +40.0% |
| 30D | -0.2% | +18.5% | -18.8% | -5.9% |
| 3M | -21.1% | +4.3% | -25.4% | -22.5% |
| 6M | -45.5% | -27.7% | -17.8% | -39.0% |
| YTD | -8.2% | -35.8% | +27.6% | +7.3% |
| 1Y | +28.2% | -34.1% | +62.3% | +48.0% |
| 3Y | +1,366.1% | +2.9% | +1,363.2% | +1,224.0% |
| 5Y | +345.9% | +12.7% | +333.1% | +269.1% |
| All | +557.5% | +7.6% | +549.9% | +405.4% |
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