+559.5%
RKLB vs ROP
+3.0%
+556.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.6% | +4.3% | +2.1% |
| 7D | -0.2% | -4.4% | +4.2% | +1.5% |
| 30D | -14.1% | +3.2% | -17.3% | -15.3% |
| 3M | -46.4% | +23.1% | -69.5% | -52.2% |
| 6M | -10.6% | +13.3% | -23.9% | -17.6% |
| YTD | -7.9% | -7.9% | 0.0% | -3.5% |
| 1Y | +49.5% | -22.1% | +71.5% | +77.3% |
| 3Y | +913.6% | -16.8% | +930.4% | +1,029.4% |
| 5Y | +375.3% | -13.5% | +388.8% | +383.2% |
| All | +559.5% | +3.0% | +556.5% | +492.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling