+336.5%
RKLB vs S
-72.3%
+408.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +3.4% |
| 7D | +5.3% | -5.8% | +11.1% | +7.8% |
| 30D | -20.5% | -9.2% | -11.3% | -18.0% |
| 3M | -42.0% | +23.4% | -65.4% | -47.8% |
| 6M | -6.0% | +36.9% | -43.0% | -19.9% |
| YTD | -5.6% | +29.5% | -35.1% | -18.5% |
| 1Y | +38.0% | +5.4% | +32.6% | +29.7% |
| 3Y | +962.4% | +14.7% | +947.7% | +823.5% |
| 5Y | +336.5% | -71.5% | +408.0% | +441.8% |
| All | +336.5% | -72.3% | +408.8% | +441.8% |
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