+559.5%
RKLB vs RSP
+93.7%
+465.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.6% |
| 7D | -0.2% | -0.8% | +0.6% | +1.3% |
| 30D | -14.1% | -0.3% | -13.8% | -13.6% |
| 3M | -46.4% | +4.3% | -50.7% | -50.9% |
| 6M | -10.6% | +8.8% | -19.5% | -23.2% |
| YTD | -7.9% | +15.3% | -23.1% | -28.9% |
| 1Y | +49.5% | +18.3% | +31.2% | +11.3% |
| 3Y | +913.6% | +52.8% | +860.8% | +406.5% |
| 5Y | +375.3% | +51.7% | +323.6% | +152.2% |
| All | +559.5% | +93.7% | +465.8% | +176.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling