+296.6%
RKLB vs U
-69.7%
+366.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.1% | +11.0% | +11.0% |
| 7D | +13.0% | +32.3% | -19.3% | +0.3% |
| 30D | -13.7% | +9.7% | -23.4% | -17.7% |
| 3M | -28.9% | +19.6% | -48.5% | -34.9% |
| 6M | -44.2% | +82.6% | -126.8% | -57.2% |
| YTD | -15.6% | +16.4% | -32.1% | -26.8% |
| 1Y | +14.0% | +28.5% | -14.5% | -4.7% |
| 3Y | +1,275.2% | +103.8% | +1,171.5% | +760.5% |
| 5Y | +296.6% | -70.0% | +366.7% | +342.1% |
| All | +296.6% | -69.7% | +366.3% | +342.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling