+504.1%
RKLB vs SLB
+155.6%
+348.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.9% | +10.0% | +10.6% |
| 7D | +13.0% | -3.7% | +16.7% | +14.4% |
| 30D | -13.7% | +2.9% | -16.6% | -14.2% |
| 3M | -28.9% | +0.2% | -29.2% | -29.1% |
| 6M | -44.2% | -4.4% | -39.8% | -43.8% |
| YTD | -15.6% | +33.4% | -49.0% | -22.7% |
| 1Y | +14.0% | +40.8% | -26.8% | +3.1% |
| 3Y | +1,275.2% | +3.2% | +1,272.0% | +1,217.5% |
| 5Y | +296.6% | +64.8% | +231.8% | +257.1% |
| All | +504.1% | +155.6% | +348.5% | +429.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 10y: compounded portfolio wealth divided by compounded SLB 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…
10y analysis · Full analysis span regression · 6 months rolling