+34.1%
RKLB vs SO
+0.6%
+33.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -4.5% |
| 7D | 0.0% | 0.0% | -0.1% | 0.0% |
| 30D | -21.2% | -2.5% | -18.7% | -21.7% |
| 3M | -41.7% | -4.2% | -37.6% | -42.6% |
| 6M | -11.8% | -7.7% | -4.1% | -13.9% |
| YTD | -9.6% | +3.8% | -13.4% | -8.3% |
| 1Y | +34.1% | +0.1% | +34.1% | +29.4% |
| All | +34.1% | +0.6% | +33.5% | +29.4% |
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