-7.4%
RKLB vs U
+17.5%
-24.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.9% | -8.7% | -5.3% |
| 7D | -10.6% | +7.5% | -18.1% | -12.7% |
| 30D | -28.3% | -7.0% | -21.2% | -26.7% |
| 3M | -29.7% | +20.6% | -50.2% | -34.1% |
| 6M | -34.8% | +53.2% | -88.0% | -43.5% |
| YTD | -24.9% | -3.9% | -21.1% | -28.6% |
| 1Y | -7.4% | +18.4% | -25.8% | -20.7% |
| All | -7.4% | +17.5% | -24.9% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling