+559.5%
RKLB vs RY
+213.0%
+346.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.6% |
| 7D | -0.2% | +3.1% | -3.3% | -4.1% |
| 30D | -14.1% | -0.3% | -13.8% | -13.8% |
| 3M | -46.4% | +8.7% | -55.1% | -51.9% |
| 6M | -10.6% | +28.5% | -39.2% | -34.5% |
| YTD | -7.9% | +25.1% | -33.0% | -30.1% |
| 1Y | +49.5% | +46.3% | +3.2% | -5.2% |
| 3Y | +913.6% | +154.9% | +758.6% | +240.7% |
| 5Y | +375.3% | +140.3% | +235.0% | +73.7% |
| All | +559.5% | +213.0% | +346.5% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling