+36.0%
RKLB vs S
+30.9%
+5.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +5.7% |
| 3M | -23.2% | -6.9% | -16.3% | -20.9% |
| 6M | -50.4% | +38.1% | -88.5% | -56.6% |
| YTD | -11.8% | +48.0% | -59.8% | -25.1% |
| 1Y | +36.0% | +34.5% | +1.5% | +19.6% |
| All | +36.0% | +30.9% | +5.1% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling