+343.2%
RKLB vs SLB
+132.5%
+210.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -0.2% | +0.8% | -1.0% | -0.5% |
| 30D | -14.1% | +15.8% | -29.9% | -18.0% |
| 3M | -46.4% | -0.3% | -46.1% | -46.7% |
| 6M | -10.6% | +21.3% | -32.0% | -16.4% |
| YTD | -7.9% | +52.3% | -60.2% | -19.4% |
| 1Y | +49.5% | +63.6% | -14.1% | +28.0% |
| 3Y | +913.6% | +3.8% | +909.8% | +849.3% |
| All | +343.2% | +132.5% | +210.6% | +359.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling