+479.2%
RKLB vs S
-57.7%
+536.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.3% | -4.3% |
| 7D | 0.0% | -1.2% | +1.2% | +0.4% |
| 30D | -21.2% | -12.6% | -8.7% | -17.5% |
| 3M | -41.7% | +27.6% | -69.3% | -48.0% |
| 6M | -11.8% | +35.5% | -47.2% | -23.9% |
| YTD | -9.6% | +29.6% | -39.2% | -21.4% |
| 1Y | +34.1% | +8.1% | +26.0% | +25.2% |
| 3Y | +917.3% | +14.8% | +902.5% | +793.3% |
| 5Y | +204.4% | -70.6% | +275.0% | +259.1% |
| All | +479.2% | -57.7% | +536.9% | +567.7% |
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