+308.8%
RKLB vs SIRI
-41.5%
+350.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | -2.0% | +0.6% | -2.6% | -2.2% |
| 30D | -22.4% | +2.5% | -24.9% | -23.1% |
| 3M | -45.2% | +6.6% | -51.8% | -46.5% |
| 6M | -12.5% | +32.9% | -45.4% | -19.8% |
| YTD | -9.8% | +50.5% | -60.2% | -21.0% |
| 1Y | +30.0% | +28.0% | +2.0% | +19.0% |
| 3Y | +942.2% | -22.4% | +964.6% | +950.0% |
| All | +308.8% | -41.5% | +350.2% | +368.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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