+547.3%
RKLB vs U
-67.5%
+614.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | 0.0% | +4.4% | -4.4% | -1.6% |
| 30D | -21.2% | -1.3% | -19.9% | -20.9% |
| 3M | -41.7% | +49.6% | -91.3% | -50.1% |
| 6M | -11.8% | +100.2% | -112.0% | -32.8% |
| YTD | -9.6% | -3.7% | -5.9% | -14.0% |
| 1Y | +34.1% | -6.5% | +40.6% | +28.0% |
| 3Y | +917.3% | +12.9% | +904.4% | +723.9% |
| 5Y | +204.4% | -68.3% | +272.7% | +214.0% |
| All | +547.3% | -67.5% | +614.8% | +547.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling