+204.4%
RKLB vs ROP
-16.4%
+220.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.7% |
| 7D | 0.0% | -6.1% | +6.1% | +2.4% |
| 30D | -21.2% | -3.4% | -17.8% | -20.4% |
| 3M | -41.7% | +16.7% | -58.4% | -47.3% |
| 6M | -11.8% | +8.1% | -19.8% | -17.4% |
| YTD | -9.6% | -11.7% | +2.1% | -2.8% |
| 1Y | +34.1% | -24.2% | +58.3% | +63.6% |
| 3Y | +917.3% | -19.0% | +936.2% | +1,039.5% |
| 5Y | +204.4% | -15.9% | +220.3% | +195.8% |
| All | +204.4% | -16.4% | +220.8% | +195.8% |
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