+490.1%
RKLB vs S
-56.8%
+546.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -0.2% | -7.7% | +7.5% | +2.9% |
| 30D | -14.1% | -5.3% | -8.8% | -12.9% |
| 3M | -46.4% | +20.3% | -66.7% | -51.0% |
| 6M | -10.6% | +47.4% | -58.0% | -25.5% |
| YTD | -7.9% | +32.5% | -40.4% | -20.6% |
| 1Y | +49.5% | +9.5% | +39.9% | +38.9% |
| 3Y | +913.6% | +15.5% | +898.1% | +787.8% |
| 5Y | +375.3% | -71.2% | +446.5% | +454.1% |
| All | +490.1% | -56.8% | +546.9% | +574.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling