+13.4%
RKLB vs U
+24.0%
-10.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.1% | +11.0% | +10.9% |
| 7D | +13.0% | +32.3% | -19.3% | +3.2% |
| 30D | -13.7% | +9.7% | -23.4% | -16.3% |
| 3M | -28.9% | +19.6% | -48.5% | -33.3% |
| 6M | -44.2% | +82.6% | -126.8% | -54.8% |
| YTD | -15.6% | +16.4% | -32.1% | -23.0% |
| All | +13.4% | +24.0% | -10.6% | +1.4% |
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