+465.0%
RKLB vs S
-51.7%
+516.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.8% |
| 7D | +15.9% | +2.0% | +14.0% | +15.2% |
| 30D | +4.0% | -2.7% | +6.7% | +5.6% |
| 3M | -23.2% | -6.9% | -16.3% | -21.6% |
| 6M | -50.4% | +38.1% | -88.5% | -57.5% |
| YTD | -11.8% | +48.0% | -59.8% | -27.4% |
| 1Y | +36.0% | +34.5% | +1.5% | +16.0% |
| 3Y | +1,321.0% | +38.3% | +1,282.7% | +1,059.2% |
| 5Y | +328.2% | -70.9% | +399.1% | +389.3% |
| All | +465.0% | -51.7% | +516.8% | +516.9% |
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