+204.4%
RKLB vs RTX
+165.2%
+39.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.8% |
| 7D | 0.0% | -1.6% | +1.6% | +1.2% |
| 30D | -21.2% | -11.6% | -9.6% | -13.5% |
| 3M | -41.7% | +9.2% | -50.9% | -46.0% |
| 6M | -11.8% | -4.4% | -7.3% | -9.3% |
| YTD | -9.6% | +8.9% | -18.5% | -15.3% |
| 1Y | +34.1% | +32.1% | +2.0% | +8.9% |
| 3Y | +917.3% | +151.2% | +766.0% | +432.6% |
| 5Y | +204.4% | +162.9% | +41.5% | +75.4% |
| All | +204.4% | +165.2% | +39.2% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling