+49.5%
RKLB vs ROST
+54.0%
-4.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -0.2% | +0.9% | -1.1% | -0.5% |
| 30D | -14.1% | -8.9% | -5.2% | -11.6% |
| 3M | -46.4% | -0.8% | -45.6% | -46.3% |
| 6M | -10.6% | +8.5% | -19.1% | -14.9% |
| YTD | -7.9% | +28.6% | -36.5% | -15.7% |
| 1Y | +49.5% | +52.3% | -2.9% | +33.6% |
| All | +49.5% | +54.0% | -4.5% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1y: compounded portfolio wealth divided by compounded ROST 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…
1y analysis · Full analysis span regression · 6 months rolling