+547.3%
RKLB vs RSG
+144.1%
+403.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.6% | -4.3% |
| 7D | 0.0% | 0.0% | 0.0% | -0.1% |
| 30D | -21.2% | +3.7% | -24.9% | -21.8% |
| 3M | -41.7% | +6.2% | -47.9% | -42.9% |
| 6M | -11.8% | -2.8% | -9.0% | -10.9% |
| YTD | -9.6% | +5.9% | -15.5% | -11.9% |
| 1Y | +34.1% | -1.8% | +35.9% | +34.5% |
| 3Y | +917.3% | +57.5% | +859.8% | +716.2% |
| 5Y | +204.4% | +91.1% | +113.3% | +131.0% |
| All | +547.3% | +144.1% | +403.2% | +299.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling