+336.5%
RKLB vs SO
+61.3%
+275.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.4% |
| 7D | +5.3% | +1.0% | +4.3% | +5.2% |
| 30D | -20.5% | -3.2% | -17.3% | -20.2% |
| 3M | -42.0% | -1.7% | -40.3% | -42.2% |
| 6M | -6.0% | -7.2% | +1.1% | -5.4% |
| YTD | -5.6% | +4.6% | -10.1% | -6.6% |
| 1Y | +38.0% | +1.2% | +36.8% | +37.2% |
| 3Y | +962.4% | +45.3% | +917.2% | +844.5% |
| 5Y | +336.5% | +58.7% | +277.8% | +290.5% |
| All | +336.5% | +61.3% | +275.2% | +290.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling