+559.5%
RKLB vs ROL
+1.3%
+558.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -0.2% | -1.4% | +1.2% | +0.3% |
| 30D | -14.1% | -4.1% | -10.0% | -12.9% |
| 3M | -46.4% | -22.5% | -23.9% | -41.7% |
| 6M | -10.6% | -37.7% | +27.0% | +6.3% |
| YTD | -7.9% | -39.6% | +31.7% | +10.3% |
| 1Y | +49.5% | -36.0% | +85.5% | +73.5% |
| 3Y | +913.6% | -5.1% | +918.7% | +844.3% |
| 5Y | +375.3% | -3.4% | +378.7% | +315.2% |
| All | +559.5% | +1.3% | +558.2% | +419.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling