+49.5%
RKLB vs SO
-1.3%
+50.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.3% |
| 30D | -14.1% | -4.6% | -9.5% | -15.4% |
| 3M | -46.4% | -3.0% | -43.4% | -47.3% |
| 6M | -10.6% | -8.3% | -2.4% | -13.1% |
| YTD | -7.9% | +3.5% | -11.4% | -6.3% |
| 1Y | +49.5% | -0.9% | +50.4% | +54.3% |
| All | +49.5% | -1.3% | +50.8% | +54.3% |
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