+944.2%
RKLB vs SRE
+30.8%
+913.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.8% |
| 7D | 0.0% | +1.5% | -1.5% | -1.1% |
| 30D | -21.2% | +0.8% | -22.0% | -22.2% |
| 3M | -41.7% | -5.8% | -35.9% | -39.8% |
| 6M | -11.8% | -7.8% | -4.0% | -7.3% |
| YTD | -9.6% | -2.4% | -7.2% | -9.9% |
| 1Y | +34.1% | +8.9% | +25.2% | +21.6% |
| All | +944.2% | +30.8% | +913.4% | +732.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 3y: compounded portfolio wealth divided by compounded SRE 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…
3y analysis · Full analysis span regression · 6 months rolling