+343.2%
RKLB vs RY
+140.8%
+202.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.6% |
| 7D | -0.2% | +3.1% | -3.3% | -4.2% |
| 30D | -14.1% | -0.3% | -13.8% | -13.8% |
| 3M | -46.4% | +8.7% | -55.1% | -52.1% |
| 6M | -10.6% | +28.5% | -39.2% | -35.1% |
| YTD | -7.9% | +25.1% | -33.0% | -30.7% |
| 1Y | +49.5% | +46.3% | +3.2% | -6.5% |
| 3Y | +913.6% | +154.9% | +758.6% | +228.5% |
| All | +343.2% | +140.8% | +202.4% | +56.7% |
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