-7.4%
RKLB vs SO
+3.3%
-10.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -4.1% |
| 7D | -10.6% | +1.7% | -12.4% | -9.9% |
| 30D | -28.3% | +11.1% | -39.4% | -25.1% |
| 3M | -29.7% | +0.7% | -30.4% | -29.2% |
| 6M | -34.8% | -1.4% | -33.4% | -35.0% |
| YTD | -24.9% | +9.4% | -34.3% | -19.3% |
| 1Y | -7.4% | +3.7% | -11.2% | +4.0% |
| All | -7.4% | +3.3% | -10.7% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 1y: compounded portfolio wealth divided by compounded SO 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…
1y analysis · Full analysis span regression · 6 months rolling