+257.6%
RKLB vs S
-69.1%
+326.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.6% | +13.8% | +14.7% |
| 7D | -3.0% | -13.4% | +10.4% | +3.4% |
| 30D | -26.2% | -14.0% | -12.2% | -21.1% |
| 3M | -29.9% | +4.9% | -34.7% | -32.1% |
| 6M | -37.3% | +42.0% | -79.3% | -47.5% |
| YTD | -23.9% | +45.1% | -69.1% | -37.9% |
| 1Y | +7.0% | +33.1% | -26.1% | -9.4% |
| 3Y | +1,120.0% | +40.6% | +1,079.4% | +865.7% |
| All | +257.6% | -69.1% | +326.7% | +390.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling