+531.5%
RKLB vs SRE
+45.4%
+486.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.4% |
| 7D | +15.9% | +1.8% | +14.2% | +14.7% |
| 30D | +4.0% | -3.0% | +7.0% | +5.7% |
| 3M | -23.2% | -7.3% | -15.9% | -20.1% |
| 6M | -50.4% | -11.9% | -38.6% | -47.1% |
| YTD | -11.8% | -7.9% | -3.9% | -8.8% |
| 1Y | +36.0% | -11.1% | +47.1% | +43.9% |
| 3Y | +1,321.0% | +24.8% | +1,296.2% | +1,164.0% |
| 5Y | +328.2% | +52.4% | +275.8% | +306.5% |
| All | +531.5% | +45.4% | +486.1% | +458.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling