+329.8%
RKLB vs ROP
+0.5%
+329.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.4% |
| 7D | +15.2% | +0.2% | +15.0% | +14.8% |
| 30D | -8.1% | +30.3% | -38.4% | -16.9% |
| 3M | -21.7% | +17.8% | -39.4% | -26.7% |
| 6M | -40.5% | +38.9% | -79.4% | -50.2% |
| YTD | -10.1% | +7.6% | -17.7% | -10.4% |
| 1Y | +20.8% | +6.5% | +14.3% | +21.5% |
| 3Y | +1,335.0% | -6.3% | +1,341.3% | +1,467.6% |
| 5Y | +329.8% | +0.9% | +328.9% | +291.7% |
| All | +329.8% | +0.5% | +329.3% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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