+546.0%
RKLB vs RTX
+202.5%
+343.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.8% |
| 7D | -2.0% | -1.5% | -0.5% | -0.9% |
| 30D | -22.4% | -11.0% | -11.5% | -15.7% |
| 3M | -45.2% | +7.7% | -52.8% | -48.5% |
| 6M | -12.5% | -3.9% | -8.6% | -10.5% |
| YTD | -9.8% | +9.0% | -18.7% | -15.1% |
| 1Y | +30.0% | +27.3% | +2.7% | +9.8% |
| 3Y | +942.2% | +172.9% | +769.3% | +442.0% |
| 5Y | +236.8% | +165.2% | +71.6% | +83.3% |
| All | +546.0% | +202.5% | +343.5% | +220.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling