+34.2%
RKLB vs ROST
+53.4%
-19.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.9% | -2.5% | -0.4% | -2.1% |
| 30D | -22.6% | -10.3% | -12.3% | -19.8% |
| 3M | -41.0% | -2.6% | -38.4% | -40.6% |
| 6M | -10.1% | +6.5% | -16.6% | -14.0% |
| YTD | -11.2% | +25.9% | -37.1% | -18.7% |
| 1Y | +34.2% | +52.3% | -18.1% | +23.0% |
| All | +34.2% | +53.4% | -19.2% | +23.0% |
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