+204.4%
RKLB vs RUN
-80.3%
+284.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.3% | -3.1% |
| 7D | 0.0% | -1.8% | +1.7% | +0.4% |
| 30D | -21.2% | -10.8% | -10.4% | -19.0% |
| 3M | -41.7% | -30.2% | -11.6% | -36.6% |
| 6M | -11.8% | -22.3% | +10.6% | -6.4% |
| YTD | -9.6% | -52.2% | +42.6% | +5.3% |
| 1Y | +34.1% | -45.1% | +79.2% | +49.6% |
| 3Y | +917.3% | -37.1% | +954.4% | +688.9% |
| 5Y | +204.4% | -80.3% | +284.7% | +172.5% |
| All | +204.4% | -80.3% | +284.6% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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