+738.2%
RKLB vs SOUN
-28.2%
+766.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | -7.1% | +5.1% | -0.9% |
| 30D | -22.4% | -15.4% | -7.0% | -20.3% |
| 3M | -45.2% | -10.6% | -34.6% | -44.0% |
| 6M | -12.5% | -19.6% | +7.1% | -10.3% |
| YTD | -9.8% | -37.2% | +27.4% | -3.7% |
| 1Y | +30.0% | -57.1% | +87.0% | +47.3% |
| 3Y | +942.2% | +178.2% | +764.0% | +812.2% |
| All | +738.2% | -28.2% | +766.4% | +616.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling