+1,335.0%
RKLB vs RSP
+66.0%
+1,269.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.6% | +6.6% |
| 7D | +15.2% | +0.7% | +14.5% | +13.8% |
| 30D | -8.1% | +3.7% | -11.7% | -15.4% |
| 3M | -21.7% | +0.7% | -22.3% | -22.9% |
| 6M | -40.5% | +9.0% | -49.6% | -51.8% |
| YTD | -10.1% | +16.7% | -26.8% | -36.4% |
| 1Y | +20.8% | +19.0% | +1.9% | -17.3% |
| 3Y | +1,335.0% | +64.7% | +1,270.3% | +522.9% |
| All | +1,335.0% | +66.0% | +1,269.0% | +522.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling