+38.0%
RKLB vs RY
+45.9%
-7.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +3.8% |
| 7D | +5.3% | +2.7% | +2.6% | +0.2% |
| 30D | -20.5% | -1.0% | -19.5% | -19.2% |
| 3M | -42.0% | +7.6% | -49.7% | -50.7% |
| 6M | -6.0% | +29.5% | -35.5% | -45.9% |
| YTD | -5.6% | +24.2% | -29.7% | -41.6% |
| 1Y | +38.0% | +46.4% | -8.4% | -34.2% |
| All | +38.0% | +45.9% | -7.9% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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