+547.3%
RKLB vs RSP
+89.9%
+457.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -2.3% |
| 7D | 0.0% | -1.8% | +1.8% | +3.6% |
| 30D | -21.2% | -2.5% | -18.7% | -17.3% |
| 3M | -41.7% | +3.0% | -44.7% | -45.4% |
| 6M | -11.8% | +8.9% | -20.7% | -24.2% |
| YTD | -9.6% | +13.0% | -22.6% | -27.4% |
| 1Y | +34.1% | +16.2% | +17.9% | +3.4% |
| 3Y | +917.3% | +52.7% | +864.6% | +412.0% |
| 5Y | +204.4% | +50.5% | +153.9% | +66.0% |
| All | +547.3% | +89.9% | +457.4% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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