-7.4%
RKLB vs RTX
+14.1%
-21.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -1.6% |
| 7D | -10.6% | +1.3% | -12.0% | -11.6% |
| 30D | -28.3% | +7.6% | -35.9% | -33.6% |
| 3M | -29.7% | -8.6% | -21.0% | -22.9% |
| 6M | -34.8% | +15.6% | -50.4% | -48.0% |
| YTD | -24.9% | +9.4% | -34.3% | -41.6% |
| 1Y | -7.4% | +14.7% | -22.1% | -35.8% |
| All | -7.4% | +14.1% | -21.5% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling