+204.4%
RKLB vs SRE
+48.6%
+155.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.9% |
| 7D | 0.0% | +1.5% | -1.5% | -0.9% |
| 30D | -21.2% | +0.8% | -22.0% | -22.0% |
| 3M | -41.7% | -5.8% | -35.9% | -40.1% |
| 6M | -11.8% | -7.8% | -4.0% | -8.0% |
| YTD | -9.6% | -2.4% | -7.2% | -9.6% |
| 1Y | +34.1% | +8.9% | +25.2% | +24.6% |
| 3Y | +917.3% | +31.1% | +886.2% | +760.7% |
| 5Y | +204.4% | +48.6% | +155.8% | +182.4% |
| All | +204.4% | +48.6% | +155.8% | +182.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling