+546.0%
RKLB vs RSG
+144.4%
+401.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -2.0% | 0.0% | -2.1% | -2.0% |
| 30D | -22.4% | +4.0% | -26.4% | -23.1% |
| 3M | -45.2% | +7.4% | -52.5% | -46.4% |
| 6M | -12.5% | +0.1% | -12.6% | -12.6% |
| YTD | -9.8% | +6.0% | -15.8% | -12.1% |
| 1Y | +30.0% | -3.0% | +33.0% | +31.1% |
| 3Y | +942.2% | +56.5% | +885.7% | +739.3% |
| 5Y | +236.8% | +90.9% | +145.9% | +155.6% |
| All | +546.0% | +144.4% | +401.7% | +298.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling