+578.9%
RKLB vs U
-62.1%
+641.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +6.0% |
| 7D | +26.3% | +16.9% | +9.4% | +18.0% |
| 30D | +0.7% | +6.4% | -5.7% | -2.8% |
| 3M | -17.3% | +13.2% | -30.5% | -22.4% |
| 6M | -43.6% | +84.8% | -128.4% | -56.3% |
| YTD | -5.2% | +12.4% | -17.6% | -16.2% |
| 1Y | +29.1% | +19.8% | +9.3% | +11.9% |
| 3Y | +1,413.7% | +83.8% | +1,329.9% | +915.4% |
| 5Y | +364.9% | -72.7% | +437.6% | +372.3% |
| All | +578.9% | -62.1% | +641.0% | +530.7% |
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 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