+308.8%
RKLB vs RRX
+17.8%
+290.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | -0.6% |
| 7D | -2.0% | -0.3% | -1.7% | -1.8% |
| 30D | -22.4% | -6.1% | -16.3% | -19.3% |
| 3M | -45.2% | -23.1% | -22.1% | -36.9% |
| 6M | -12.5% | -19.5% | +7.0% | -1.9% |
| YTD | -9.8% | +16.1% | -25.8% | -21.4% |
| 1Y | +30.0% | +12.9% | +17.1% | +14.8% |
| 3Y | +942.2% | +7.9% | +934.3% | +809.3% |
| All | +308.8% | +17.8% | +290.9% | +247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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