+204.4%
RKLB vs ROST
+108.0%
+96.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.2% |
| 7D | 0.0% | -2.2% | +2.2% | +1.3% |
| 30D | -21.2% | -11.4% | -9.8% | -15.6% |
| 3M | -41.7% | -1.6% | -40.1% | -41.9% |
| 6M | -11.8% | +6.8% | -18.6% | -16.4% |
| YTD | -9.6% | +25.8% | -35.4% | -22.6% |
| 1Y | +34.1% | +52.4% | -18.3% | +1.4% |
| 3Y | +917.3% | +94.4% | +822.9% | +549.1% |
| 5Y | +204.4% | +108.2% | +96.2% | +61.7% |
| All | +204.4% | +108.0% | +96.4% | +61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling