+308.8%
RKLB vs SOFI
+13.0%
+295.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -2.0% | -4.9% | +2.9% | +0.6% |
| 30D | -22.4% | -3.5% | -19.0% | -21.4% |
| 3M | -45.2% | +3.9% | -49.1% | -46.2% |
| 6M | -12.5% | -6.5% | -6.0% | -9.9% |
| YTD | -9.8% | -33.8% | +24.1% | +10.4% |
| 1Y | +30.0% | -33.3% | +63.3% | +58.2% |
| 3Y | +942.2% | +94.6% | +847.6% | +644.8% |
| All | +308.8% | +13.0% | +295.8% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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