+20.8%
RKLB vs U
+21.4%
-0.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.1% | +8.7% | +7.1% |
| 7D | +15.2% | +24.4% | -9.1% | +7.2% |
| 30D | -8.1% | +7.4% | -15.4% | -10.3% |
| 3M | -21.7% | +16.8% | -38.4% | -25.9% |
| 6M | -40.5% | +78.8% | -119.3% | -51.5% |
| YTD | -10.1% | +14.0% | -24.1% | -17.5% |
| 1Y | +20.8% | +16.7% | +4.1% | +8.7% |
| All | +20.8% | +21.4% | -0.5% | +8.7% |
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