+962.4%
RKLB vs ROL
+1.0%
+961.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.0% | +2.9% |
| 7D | +5.3% | -3.4% | +8.8% | +5.8% |
| 30D | -20.5% | -6.9% | -13.5% | -19.7% |
| 3M | -42.0% | -24.6% | -17.4% | -39.7% |
| 6M | -6.0% | -39.5% | +33.5% | +2.4% |
| YTD | -5.6% | -41.1% | +35.5% | +3.3% |
| 1Y | +38.0% | -37.9% | +75.9% | +49.3% |
| 3Y | +962.4% | +0.8% | +961.6% | +847.7% |
| All | +962.4% | +1.0% | +961.4% | +847.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling