+303.4%
RKLB vs ROL
+16.8%
+286.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.1% | +8.8% | +10.3% |
| 7D | +13.0% | +7.5% | +5.5% | +10.4% |
| 30D | -13.7% | +21.1% | -34.8% | -19.2% |
| 3M | -28.9% | +3.1% | -32.1% | -29.8% |
| 6M | -44.2% | -27.4% | -16.8% | -36.9% |
| YTD | -15.6% | -34.7% | +19.1% | -0.6% |
| 1Y | +14.0% | -32.9% | +46.9% | +32.4% |
| 3Y | +1,275.2% | +6.1% | +1,269.1% | +1,082.1% |
| All | +303.4% | +16.8% | +286.6% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling