+507.4%
RKLB vs S
-48.3%
+555.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +4.9% |
| 7D | +26.3% | +1.2% | +25.1% | +26.3% |
| 30D | +0.7% | -7.3% | +8.0% | +4.2% |
| 3M | -17.3% | +5.9% | -23.2% | -19.9% |
| 6M | -43.6% | +45.6% | -89.3% | -52.7% |
| YTD | -5.2% | +58.5% | -63.7% | -24.0% |
| 1Y | +29.1% | +37.6% | -8.5% | +9.3% |
| 3Y | +1,413.7% | +51.7% | +1,362.1% | +1,090.6% |
| 5Y | +364.9% | -67.5% | +432.4% | +414.3% |
| All | +507.4% | -48.3% | +555.7% | +545.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling