+330.6%
RKLB vs RUN
-85.3%
+415.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.3% |
| 7D | +15.9% | -13.5% | +29.5% | +19.9% |
| 30D | +4.0% | +18.3% | -14.3% | -2.3% |
| 3M | -23.2% | -12.5% | -10.7% | -22.0% |
| 6M | -50.4% | -40.3% | -10.1% | -44.7% |
| YTD | -11.8% | -53.1% | +41.3% | +1.6% |
| 1Y | +36.0% | -54.3% | +90.2% | +57.9% |
| 3Y | +1,321.0% | -6.5% | +1,327.5% | +841.1% |
| All | +330.6% | -85.3% | +415.9% | +298.8% |
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