+336.5%
RKLB vs U
-68.4%
+404.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +1.5% |
| 7D | +5.3% | +4.5% | +0.9% | +3.6% |
| 30D | -20.5% | -0.6% | -19.9% | -20.4% |
| 3M | -42.0% | +48.4% | -90.5% | -50.6% |
| 6M | -6.0% | +115.4% | -121.4% | -31.2% |
| YTD | -5.6% | -3.2% | -2.4% | -10.5% |
| 1Y | +38.0% | -6.0% | +44.0% | +31.1% |
| 3Y | +962.4% | +13.5% | +949.0% | +748.7% |
| 5Y | +336.5% | -68.0% | +404.5% | +372.2% |
| All | +336.5% | -68.4% | +404.9% | +372.2% |
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