+255.2%
RKLB vs RY
+122.0%
+133.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.3% | +16.7% | +17.0% |
| 7D | -3.0% | -0.9% | -2.1% | -2.1% |
| 30D | -26.2% | +5.9% | -32.1% | -31.7% |
| 3M | -29.9% | -4.3% | -25.6% | -25.9% |
| 6M | -37.3% | +12.1% | -49.4% | -46.3% |
| YTD | -23.9% | +20.3% | -44.2% | -40.1% |
| 1Y | +7.0% | +41.0% | -34.0% | -30.3% |
| 3Y | +1,120.0% | +157.5% | +962.5% | +286.4% |
| All | +255.2% | +122.0% | +133.2% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling